+180.2%
WMB vs PL
+11.6%
+168.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -10.1% | +4.8% | -4.7% |
| 7D | -14.2% | -20.5% | +6.3% | -13.1% |
| 30D | -11.2% | -38.8% | +27.5% | -8.8% |
| 3M | -9.9% | -49.1% | +39.2% | -6.6% |
| 6M | -14.4% | -69.4% | +55.0% | -9.5% |
| YTD | +9.2% | -42.3% | +51.6% | +9.6% |
| 1Y | +15.1% | -14.2% | +29.3% | +11.6% |
| 3Y | +99.2% | +398.7% | -299.5% | +60.6% |
| 5Y | +180.2% | +11.1% | +169.1% | +147.2% |
| All | +180.2% | +11.6% | +168.7% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling