+23.7%
WMB vs PSX
+97.5%
-73.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.5% | -1.8% | -5.3% |
| 7D | -8.6% | -5.2% | -3.5% | -7.5% |
| 30D | -4.2% | -3.7% | -0.4% | -3.4% |
| 3M | -4.4% | +26.8% | -31.2% | -9.3% |
| 6M | -8.7% | +47.3% | -56.0% | -16.3% |
| YTD | +15.4% | +105.4% | -90.0% | -2.6% |
| 1Y | +23.7% | +96.9% | -73.2% | +5.1% |
| All | +23.7% | +97.5% | -73.8% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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