+313.2%
WMB vs PSA
+98.4%
+214.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.2% |
| 7D | 0.0% | -2.2% | +2.2% | +0.6% |
| 30D | +4.6% | -9.6% | +14.1% | +7.6% |
| 3M | +5.7% | -7.9% | +13.7% | +8.1% |
| 6M | +4.2% | -2.0% | +6.2% | +4.2% |
| YTD | +26.8% | +15.7% | +11.1% | +20.1% |
| 1Y | +34.7% | +5.8% | +28.9% | +31.1% |
| 3Y | +146.8% | +21.6% | +125.2% | +124.7% |
| 5Y | +285.0% | +13.1% | +271.9% | +254.0% |
| 10Y | +313.2% | +101.3% | +211.9% | +210.5% |
| All | +313.2% | +98.4% | +214.8% | +210.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PSA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling