+151.5%
GE vs WMB
+309.4%
-157.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | -1.7% |
| 7D | +1.2% | +0.8% | +0.4% | +0.8% |
| 30D | -9.5% | +7.7% | -17.2% | -12.6% |
| 3M | +4.1% | +6.7% | -2.6% | +0.4% |
| 6M | +3.9% | +3.6% | +0.3% | +1.0% |
| YTD | +9.0% | +28.0% | -19.0% | -4.5% |
| 1Y | +21.9% | +37.6% | -15.7% | +2.5% |
| 3Y | +281.8% | +149.0% | +132.8% | +138.4% |
| 5Y | +436.7% | +285.3% | +151.4% | +165.8% |
| 10Y | +151.5% | +302.1% | -150.5% | +14.4% |
| All | +151.5% | +309.4% | -157.9% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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