+2,535.2%
WMB vs PAAS
+1,235.6%
+1,299.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | +0.6% | -2.9% | +3.5% | +1.0% |
| 30D | +3.3% | +6.8% | -3.5% | +1.7% |
| 3M | +3.1% | -2.9% | +6.0% | +2.7% |
| 6M | -0.7% | -16.4% | +15.7% | +0.7% |
| YTD | +25.2% | 0.0% | +25.1% | +21.8% |
| 1Y | +32.9% | +54.3% | -21.5% | +18.6% |
| 3Y | +140.6% | +230.7% | -90.1% | +80.4% |
| 5Y | +273.5% | +111.6% | +161.8% | +195.0% |
| 10Y | +334.2% | +211.7% | +122.5% | +185.3% |
| All | +2,535.2% | +1,235.6% | +1,299.6% | +1,120.7% |
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 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