+19.5%
WMB vs PWR
+34.5%
-15.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +7.8% | +11.3% | -3.5% | +5.5% |
| 30D | -5.1% | -8.9% | +3.8% | -3.9% |
| 3M | -4.7% | -10.5% | +5.8% | -3.6% |
| 6M | -7.4% | -22.2% | +14.8% | -4.5% |
| YTD | +17.5% | +42.7% | -25.3% | +13.3% |
| 1Y | +19.5% | +41.1% | -21.6% | +15.0% |
| All | +19.5% | +34.5% | -15.0% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling