+23.7%
WMB vs PSLV
+7.9%
+15.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.0% | -12.4% | -6.3% |
| 7D | -8.6% | -2.6% | -6.0% | -8.6% |
| 30D | -4.2% | -14.2% | +10.0% | -4.2% |
| 3M | -4.4% | -12.2% | +7.8% | -4.4% |
| 6M | -8.7% | -28.1% | +19.4% | -8.8% |
| YTD | +15.4% | -28.2% | +43.6% | +16.6% |
| 1Y | +23.7% | +9.1% | +14.6% | +23.0% |
| All | +23.7% | +7.9% | +15.9% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling