+197.2%
WMB vs PAAS
+58.4%
+138.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.5% | +2.3% |
| 7D | +1.6% | -5.2% | +6.7% | +2.1% |
| 30D | -7.1% | -13.9% | +6.9% | -5.7% |
| 3M | -4.0% | -23.8% | +19.8% | -1.6% |
| 6M | -5.7% | -36.4% | +30.7% | -1.7% |
| YTD | +17.2% | -23.4% | +40.5% | +17.9% |
| 1Y | +17.2% | +5.6% | +11.6% | +12.1% |
| 3Y | +121.1% | +209.7% | -88.6% | +71.7% |
| 5Y | +197.2% | +55.6% | +141.6% | +160.7% |
| All | +197.2% | +58.4% | +138.8% | +160.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PAAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling