+281.4%
WMB vs PNC
+202.3%
+79.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | +7.8% | +3.1% | +4.8% | +6.3% |
| 30D | -5.1% | +7.6% | -12.7% | -8.5% |
| 3M | -4.7% | -8.1% | +3.4% | -0.9% |
| 6M | -7.4% | +12.6% | -20.0% | -13.0% |
| YTD | +17.5% | +15.0% | +2.5% | +8.4% |
| 1Y | +19.5% | +30.4% | -10.9% | +3.4% |
| 3Y | +121.3% | +116.1% | +5.1% | +42.3% |
| 5Y | +200.5% | +37.5% | +163.0% | +139.1% |
| All | +281.4% | +202.3% | +79.1% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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