+264.5%
WMB vs PRU
+115.4%
+149.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +1.0% |
| 7D | -13.8% | +2.4% | -16.2% | -15.1% |
| 30D | -10.3% | +6.1% | -16.5% | -13.3% |
| 3M | -10.1% | -0.7% | -9.3% | -10.4% |
| 6M | -11.8% | +22.1% | -33.9% | -20.9% |
| YTD | +8.9% | +9.8% | -0.8% | +2.1% |
| 1Y | +14.0% | +19.4% | -5.4% | +2.4% |
| 3Y | +100.5% | +50.4% | +50.2% | +55.7% |
| 5Y | +179.5% | +37.2% | +142.3% | +122.2% |
| All | +264.5% | +115.4% | +149.1% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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