+180.3%
WMB vs PWR
+348.7%
-168.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.5% | -1.8% |
| 7D | -13.8% | -12.9% | -1.0% | -11.0% |
| 30D | -10.3% | -22.8% | +12.5% | -4.9% |
| 3M | -10.1% | -19.0% | +9.0% | -5.9% |
| 6M | -11.8% | -31.1% | +19.3% | -4.7% |
| YTD | +8.9% | +28.2% | -19.3% | -0.5% |
| 1Y | +14.0% | +22.2% | -8.2% | +5.2% |
| 3Y | +100.5% | +222.1% | -121.6% | +38.8% |
| All | +180.3% | +348.7% | -168.5% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling