+278.8%
WMB vs PCOR
-43.0%
+321.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.4% |
| 7D | +0.6% | -9.0% | +9.5% | +1.1% |
| 30D | +3.3% | +4.2% | -0.9% | +2.9% |
| 3M | +3.1% | +14.4% | -11.3% | +2.1% |
| 6M | -0.7% | +0.2% | -0.9% | -1.1% |
| YTD | +25.2% | -20.3% | +45.4% | +26.9% |
| 1Y | +32.9% | -16.1% | +49.0% | +33.9% |
| 3Y | +140.6% | -14.7% | +155.3% | +138.3% |
| All | +278.8% | -43.0% | +321.8% | +262.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling