+280.9%
WMB vs PWR
+1,887.5%
-1,606.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.1% | +0.6% |
| 7D | +1.6% | +4.7% | -3.2% | -0.4% |
| 30D | -7.1% | -12.5% | +5.4% | -3.2% |
| 3M | -4.0% | -9.3% | +5.3% | -1.7% |
| 6M | -5.7% | -22.2% | +16.4% | +0.8% |
| YTD | +17.2% | +44.2% | -27.0% | -2.4% |
| 1Y | +17.2% | +35.5% | -18.3% | -0.4% |
| 3Y | +121.1% | +250.4% | -129.4% | +20.7% |
| 5Y | +197.2% | +425.6% | -228.4% | +28.8% |
| 10Y | +280.9% | +1,874.2% | -1,593.3% | -30.1% |
| All | +280.9% | +1,887.5% | -1,606.6% | -30.1% |
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