+197.2%
WMB vs PNC
+36.0%
+161.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.1% |
| 7D | +1.6% | -0.6% | +2.2% | +1.8% |
| 30D | -7.1% | +5.8% | -12.9% | -8.7% |
| 3M | -4.0% | -7.9% | +3.9% | -1.7% |
| 6M | -5.7% | +10.0% | -15.7% | -8.7% |
| YTD | +17.2% | +14.8% | +2.4% | +11.5% |
| 1Y | +17.2% | +29.7% | -12.5% | +7.1% |
| 3Y | +121.1% | +114.4% | +6.7% | +67.3% |
| 5Y | +197.2% | +36.0% | +161.2% | +155.3% |
| All | +197.2% | +36.0% | +161.2% | +155.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling