+285.3%
WMB vs PSX
+349.1%
-63.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +1.8% |
| 7D | +0.8% | +2.8% | -2.0% | -0.1% |
| 30D | +7.7% | +27.8% | -20.0% | -0.5% |
| 3M | +6.7% | +42.0% | -35.3% | -5.0% |
| 6M | +3.6% | +58.1% | -54.5% | -11.3% |
| YTD | +28.0% | +105.0% | -77.0% | +0.2% |
| 1Y | +37.6% | +104.9% | -67.3% | +7.3% |
| 3Y | +149.0% | +134.1% | +15.0% | +78.0% |
| 5Y | +285.3% | +363.8% | -78.5% | +98.4% |
| All | +285.3% | +349.1% | -63.8% | +98.4% |
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