+100.5%
WMB vs PCOR
+43.8%
+56.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -13.8% | +22.7% | -36.5% | -13.9% |
| 30D | -10.3% | +37.5% | -47.8% | -10.7% |
| 3M | -10.1% | +35.2% | -45.2% | -10.5% |
| 6M | -11.8% | +42.2% | -54.1% | -12.4% |
| YTD | +8.9% | +3.6% | +5.4% | +11.2% |
| 1Y | +14.0% | -4.8% | +18.7% | +17.5% |
| 3Y | +100.5% | +48.3% | +52.2% | +93.0% |
| All | +100.5% | +43.8% | +56.7% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 3y: compounded portfolio wealth divided by compounded PCOR 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…
3y analysis · Full analysis span regression · 6 months rolling