+5,376.0%
WMB vs PNC
+4,099.5%
+1,276.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +0.6% | +1.4% | -0.8% | 0.0% |
| 30D | +3.3% | -3.8% | +7.1% | +4.9% |
| 3M | +3.1% | +9.0% | -5.9% | -0.6% |
| 6M | -0.7% | +16.6% | -17.4% | -7.1% |
| YTD | +25.2% | +20.4% | +4.7% | +15.2% |
| 1Y | +32.9% | +22.3% | +10.5% | +21.2% |
| 3Y | +140.6% | +124.5% | +16.0% | +67.7% |
| 5Y | +273.5% | +54.1% | +219.4% | +196.0% |
| 10Y | +334.2% | +276.3% | +57.9% | +135.9% |
| All | +5,376.0% | +4,099.5% | +1,276.5% | +1,286.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling