+190.2%
WMB vs PSX
+289.8%
-99.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.0% | +0.7% | +2.7% |
| 7D | -6.7% | -8.0% | +1.3% | -4.1% |
| 30D | -8.6% | -9.0% | +0.5% | -5.9% |
| 3M | -4.9% | +24.7% | -29.7% | -11.6% |
| 6M | -6.3% | +49.3% | -55.6% | -18.1% |
| YTD | +13.0% | +100.2% | -87.2% | -10.9% |
| 1Y | +14.9% | +88.8% | -73.9% | -7.7% |
| 3Y | +113.4% | +152.5% | -39.1% | +47.5% |
| 5Y | +190.2% | +283.2% | -93.1% | +64.0% |
| All | +190.2% | +289.8% | -99.7% | +64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling