+285.0%
WMB vs PNC
+51.0%
+234.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | 0.0% | -0.7% | +0.7% | +0.2% |
| 30D | +4.6% | -4.4% | +9.0% | +6.0% |
| 3M | +5.7% | +4.5% | +1.3% | +4.2% |
| 6M | +4.2% | +19.1% | -14.9% | -1.6% |
| YTD | +26.8% | +18.0% | +8.8% | +19.7% |
| 1Y | +34.7% | +24.1% | +10.6% | +24.9% |
| 3Y | +146.8% | +130.0% | +16.8% | +82.1% |
| 5Y | +285.0% | +50.4% | +234.6% | +216.7% |
| All | +285.0% | +51.0% | +234.0% | +216.7% |
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