+144.1%
WMB vs PEG
+36.1%
+108.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | +0.6% | +0.7% | -0.1% | +0.2% |
| 30D | +3.3% | -2.4% | +5.7% | +4.6% |
| 3M | +3.1% | -4.8% | +7.9% | +5.8% |
| 6M | -0.7% | -10.7% | +10.0% | +5.1% |
| YTD | +25.2% | -6.7% | +31.8% | +29.2% |
| 1Y | +32.9% | -6.8% | +39.7% | +36.9% |
| All | +144.1% | +36.1% | +108.0% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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