+664.3%
WMB vs PWR
+7,422.2%
-6,757.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.5% | -2.1% |
| 7D | -13.8% | -12.9% | -1.0% | -10.5% |
| 30D | -10.3% | -22.8% | +12.5% | -3.8% |
| 3M | -10.1% | -19.0% | +9.0% | -5.1% |
| 6M | -11.8% | -31.1% | +19.3% | -3.7% |
| YTD | +8.9% | +28.2% | -19.3% | -1.6% |
| 1Y | +14.0% | +22.2% | -8.2% | +4.1% |
| 3Y | +100.5% | +222.1% | -121.6% | +34.0% |
| 5Y | +179.5% | +364.1% | -184.6% | +63.7% |
| 10Y | +272.7% | +1,864.5% | -1,591.7% | +40.7% |
| All | +664.3% | +7,422.2% | -6,757.9% | +97.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling