+2,193.9%
WMB vs PAAS
+971.0%
+1,222.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.5% |
| 7D | -13.8% | +8.4% | -22.2% | -15.2% |
| 30D | -10.3% | -7.2% | -3.2% | -9.5% |
| 3M | -10.1% | -14.0% | +4.0% | -8.5% |
| 6M | -11.8% | -26.8% | +14.9% | -8.5% |
| YTD | +8.9% | -19.8% | +28.7% | +9.6% |
| 1Y | +14.0% | +22.8% | -8.9% | +5.8% |
| 3Y | +100.5% | +183.6% | -83.1% | +54.0% |
| 5Y | +179.5% | +73.8% | +105.7% | +127.6% |
| 10Y | +272.7% | +185.6% | +87.2% | +147.6% |
| All | +2,193.9% | +971.0% | +1,222.8% | +999.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling