+180.2%
WMB vs PCAR
+108.5%
+71.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.8% | -5.0% |
| 7D | -14.2% | +2.2% | -16.4% | -14.6% |
| 30D | -11.2% | -4.4% | -6.8% | -10.5% |
| 3M | -9.9% | -21.4% | +11.5% | -5.3% |
| 6M | -14.4% | -7.3% | -7.0% | -13.7% |
| YTD | +9.2% | -3.8% | +13.0% | +8.4% |
| 1Y | +15.1% | +6.3% | +8.8% | +11.0% |
| 3Y | +99.2% | +34.4% | +64.8% | +71.6% |
| 5Y | +180.2% | +109.2% | +71.0% | +96.5% |
| All | +180.2% | +108.5% | +71.7% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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