+436.6%
GE vs WMB
+275.1%
+161.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -1.6% | +0.6% | -2.2% | -1.8% |
| 30D | -11.6% | +3.3% | -14.8% | -12.6% |
| 3M | +3.0% | +3.1% | -0.1% | +1.3% |
| 6M | -0.5% | -0.7% | +0.2% | -1.2% |
| YTD | +9.7% | +25.2% | -15.4% | -1.6% |
| 1Y | +20.0% | +32.9% | -12.8% | +4.1% |
| 3Y | +275.8% | +140.6% | +135.3% | +150.6% |
| All | +436.6% | +275.1% | +161.5% | +170.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling