+4,843.0%
WMB vs PEG
+2,989.2%
+1,853.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.3% | +0.4% | +1.5% |
| 7D | -6.7% | +0.9% | -7.5% | -7.2% |
| 30D | -8.6% | +3.8% | -12.4% | -10.9% |
| 3M | -4.9% | +0.1% | -5.0% | -5.2% |
| 6M | -6.3% | -1.0% | -5.3% | -6.1% |
| YTD | +13.0% | -4.1% | +17.1% | +15.2% |
| 1Y | +14.9% | -6.9% | +21.8% | +19.3% |
| 3Y | +113.4% | +35.6% | +77.7% | +69.8% |
| 5Y | +190.2% | +42.8% | +147.4% | +118.4% |
| 10Y | +259.9% | +160.2% | +99.6% | +71.0% |
| All | +4,843.0% | +2,989.2% | +1,853.8% | +543.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling