+322.9%
WMB vs PRU
+142.7%
+180.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | +0.6% | +1.9% | -1.3% | -0.4% |
| 30D | +3.3% | +2.7% | +0.5% | +1.8% |
| 3M | +3.1% | +19.5% | -16.3% | -5.8% |
| 6M | -0.7% | +26.6% | -27.3% | -12.2% |
| YTD | +25.2% | +12.3% | +12.8% | +16.8% |
| 1Y | +32.9% | +18.0% | +14.8% | +20.7% |
| 3Y | +140.6% | +47.0% | +93.5% | +90.3% |
| 5Y | +273.5% | +48.4% | +225.0% | +186.4% |
| All | +322.9% | +142.7% | +180.2% | +116.9% |
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