+4,918.1%
WMB vs PSA
+15,953.3%
-11,035.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | -6.9% | +0.8% | -7.7% | -7.3% |
| 30D | -7.2% | +15.9% | -23.1% | -12.6% |
| 3M | -5.4% | +4.2% | -9.6% | -7.4% |
| 6M | -4.9% | +10.1% | -15.0% | -9.1% |
| YTD | +14.7% | +33.3% | -18.6% | +1.0% |
| 1Y | +14.7% | +28.2% | -13.5% | +2.5% |
| 3Y | +116.4% | +54.9% | +61.5% | +75.3% |
| 5Y | +198.5% | +28.3% | +170.2% | +156.6% |
| 10Y | +266.3% | +134.1% | +132.2% | +137.6% |
| All | +4,918.1% | +15,953.3% | -11,035.1% | +1,318.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling