+266.3%
WMB vs PH
+737.8%
-471.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | -6.9% | +2.1% | -9.0% | -7.8% |
| 30D | -7.2% | +0.3% | -7.4% | -7.5% |
| 3M | -5.4% | -8.8% | +3.4% | -1.4% |
| 6M | -4.9% | +10.0% | -14.9% | -10.1% |
| YTD | +14.7% | +10.5% | +4.2% | +6.9% |
| 1Y | +14.7% | +15.5% | -0.8% | +4.3% |
| 3Y | +116.4% | +136.4% | -20.0% | +28.9% |
| 5Y | +198.5% | +213.6% | -15.0% | +45.9% |
| 10Y | +266.3% | +713.9% | -447.6% | -2.0% |
| All | +266.3% | +737.8% | -471.5% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling