+322.9%
WMB vs PPL
+54.8%
+268.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.6% | +2.7% | -2.1% | -0.8% |
| 30D | +3.3% | +0.5% | +2.8% | +2.9% |
| 3M | +3.1% | +0.7% | +2.5% | +2.6% |
| 6M | -0.7% | -7.6% | +6.9% | +2.9% |
| YTD | +25.2% | +1.8% | +23.3% | +23.2% |
| 1Y | +32.9% | -0.8% | +33.6% | +32.3% |
| 3Y | +140.6% | +56.9% | +83.7% | +86.2% |
| 5Y | +273.5% | +39.5% | +233.9% | +205.0% |
| All | +322.9% | +54.8% | +268.1% | +218.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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