+283.3%
WMB vs PRU
+97.4%
+185.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | +8.1% | 0.0% | +8.1% | +8.1% |
| 30D | -6.9% | +7.9% | -14.8% | -10.7% |
| 3M | -5.1% | +0.9% | -6.0% | -6.2% |
| 6M | -5.7% | +22.4% | -28.1% | -15.5% |
| YTD | +18.1% | +12.7% | +5.4% | +9.3% |
| 1Y | +18.4% | +19.6% | -1.2% | +6.3% |
| 3Y | +122.7% | +54.0% | +68.7% | +71.0% |
| 5Y | +202.0% | +41.0% | +161.0% | +136.9% |
| All | +283.3% | +97.4% | +185.9% | +120.7% |
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