+303.7%
WMB vs PTC
+223.7%
+80.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.2% | +1.7% |
| 7D | +0.6% | -10.3% | +10.8% | +3.3% |
| 30D | +3.3% | +1.1% | +2.1% | +2.6% |
| 3M | +3.1% | +1.6% | +1.5% | +1.7% |
| 6M | -0.7% | -13.5% | +12.8% | +1.9% |
| YTD | +25.2% | -19.1% | +44.2% | +30.5% |
| 1Y | +32.9% | -33.9% | +66.7% | +46.5% |
| 3Y | +140.6% | -3.9% | +144.5% | +131.6% |
| 5Y | +273.5% | +6.0% | +267.4% | +240.3% |
| All | +303.7% | +223.7% | +80.0% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling