+243.6%
WMB vs PL
+28.1%
+215.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.4% | -10.6% | -0.9% |
| 7D | -13.8% | -6.8% | -7.0% | -13.5% |
| 30D | -10.3% | -29.3% | +19.0% | -8.7% |
| 3M | -10.1% | -44.8% | +34.7% | -7.3% |
| 6M | -11.8% | -68.4% | +56.5% | -7.0% |
| YTD | +8.9% | -36.4% | +45.3% | +8.6% |
| 1Y | +14.0% | +0.7% | +13.2% | +9.5% |
| 3Y | +100.5% | +455.3% | -354.8% | +60.7% |
| 5Y | +179.5% | +22.7% | +156.8% | +146.4% |
| All | +243.6% | +28.1% | +215.6% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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