+302.1%
WMB vs PH
+794.6%
-492.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.6% |
| 30D | +7.7% | -10.8% | +18.5% | +13.8% |
| 3M | +6.7% | +8.5% | -1.7% | +1.9% |
| 6M | +3.6% | +3.9% | -0.3% | +0.2% |
| YTD | +28.0% | +9.4% | +18.6% | +20.1% |
| 1Y | +37.6% | +26.8% | +10.8% | +18.9% |
| 3Y | +149.0% | +140.8% | +8.2% | +46.1% |
| 5Y | +285.3% | +253.8% | +31.5% | +74.3% |
| 10Y | +302.1% | +792.3% | -490.3% | -3.1% |
| All | +302.1% | +794.6% | -492.6% | -3.1% |
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