+266.3%
WMB vs PWR
+1,818.7%
-1,552.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.0% |
| 7D | -6.9% | -11.2% | +4.3% | -3.3% |
| 30D | -7.2% | -17.4% | +10.2% | -1.3% |
| 3M | -5.4% | -11.7% | +6.3% | -2.2% |
| 6M | -4.9% | -21.7% | +16.8% | +1.4% |
| YTD | +14.7% | +38.3% | -23.6% | -3.1% |
| 1Y | +14.7% | +29.6% | -14.9% | -0.9% |
| 3Y | +116.4% | +236.1% | -119.8% | +19.9% |
| 5Y | +198.5% | +406.3% | -207.8% | +31.0% |
| 10Y | +266.3% | +1,796.7% | -1,530.4% | -31.9% |
| All | +266.3% | +1,818.7% | -1,552.5% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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