+57.7%
GEV vs WMB
+31.9%
+25.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +3.3% | +0.6% | +2.7% | +3.1% |
| 30D | -7.5% | +3.3% | -10.7% | -8.2% |
| 3M | -2.2% | +3.1% | -5.3% | -3.7% |
| 6M | +12.1% | -0.7% | +12.8% | +10.8% |
| YTD | +44.4% | +25.2% | +19.2% | +40.1% |
| 1Y | +57.7% | +32.9% | +24.8% | +50.0% |
| All | +57.7% | +31.9% | +25.8% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling