+200.8%
WMB vs PRU
+42.1%
+158.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +7.8% | +3.6% | +4.2% | +6.6% |
| 30D | -5.1% | +8.9% | -14.0% | -8.1% |
| 3M | -4.7% | +0.2% | -4.9% | -5.1% |
| 6M | -7.4% | +23.7% | -31.1% | -15.0% |
| YTD | +17.5% | +13.7% | +3.7% | +10.8% |
| 1Y | +19.5% | +20.6% | -1.2% | +9.9% |
| 3Y | +121.3% | +56.3% | +65.0% | +77.4% |
| All | +200.8% | +42.1% | +158.7% | +144.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling