+392.9%
WMB vs PSX
+1,139.4%
-746.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | 0.0% |
| 7D | +0.6% | +4.5% | -4.0% | -1.7% |
| 30D | +3.3% | +26.6% | -23.3% | -8.7% |
| 3M | +3.1% | +39.3% | -36.1% | -13.7% |
| 6M | -0.7% | +56.8% | -57.5% | -22.5% |
| YTD | +25.2% | +101.8% | -76.7% | -14.9% |
| 1Y | +32.9% | +99.6% | -66.7% | -9.7% |
| 3Y | +140.6% | +140.3% | +0.2% | +39.3% |
| 5Y | +273.5% | +339.3% | -65.9% | +43.3% |
| 10Y | +334.2% | +369.9% | -35.6% | +37.7% |
| All | +392.9% | +1,139.4% | -746.5% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling