+351.7%
WMB vs PSX
+1,118.1%
-766.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.0% |
| 7D | -6.9% | -7.8% | +0.9% | -2.9% |
| 30D | -7.2% | -9.9% | +2.7% | -2.4% |
| 3M | -5.4% | +16.9% | -22.4% | -13.3% |
| 6M | -4.9% | +48.0% | -52.8% | -23.3% |
| YTD | +14.7% | +98.3% | -83.7% | -21.7% |
| 1Y | +14.7% | +86.2% | -71.5% | -19.2% |
| 3Y | +116.4% | +144.0% | -27.6% | +23.9% |
| 5Y | +198.5% | +287.7% | -89.2% | +23.5% |
| 10Y | +266.3% | +338.3% | -72.0% | +20.7% |
| All | +351.7% | +1,118.1% | -766.4% | +12.5% |
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