+5,376.0%
WMB vs PTC
+6,346.6%
-970.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.2% | +1.3% |
| 7D | +0.6% | -10.3% | +10.8% | +2.6% |
| 30D | +3.3% | +1.1% | +2.1% | +2.8% |
| 3M | +3.1% | +1.6% | +1.5% | +2.0% |
| 6M | -0.7% | -13.5% | +12.8% | +1.0% |
| YTD | +25.2% | -19.1% | +44.2% | +28.6% |
| 1Y | +32.9% | -33.9% | +66.7% | +41.7% |
| 3Y | +140.6% | -3.9% | +144.5% | +135.9% |
| 5Y | +273.5% | +6.0% | +267.4% | +253.7% |
| 10Y | +334.2% | +223.7% | +110.5% | +222.9% |
| All | +5,376.0% | +6,346.6% | -970.6% | +2,139.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling