+120.7%
WMB vs PNC
+115.4%
+5.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.1% |
| 7D | +1.6% | -0.6% | +2.2% | +1.7% |
| 30D | -7.1% | +5.8% | -12.9% | -8.4% |
| 3M | -4.0% | -7.9% | +3.9% | -2.1% |
| 6M | -5.7% | +10.0% | -15.7% | -8.1% |
| YTD | +17.2% | +14.8% | +2.4% | +12.3% |
| 1Y | +17.2% | +29.7% | -12.5% | +8.5% |
| All | +120.7% | +115.4% | +5.4% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling