+542.4%
GLW vs WMB
+267.9%
+274.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.7% | +5.6% | +7.7% |
| 7D | -5.9% | -6.7% | +0.8% | -2.9% |
| 30D | -26.0% | -8.6% | -17.4% | -23.1% |
| 3M | -29.9% | -4.9% | -25.0% | -28.3% |
| 6M | -37.8% | -6.3% | -31.5% | -36.0% |
| YTD | +33.1% | +13.0% | +20.1% | +27.2% |
| 1Y | +36.8% | +14.9% | +21.9% | +29.8% |
| 3Y | +356.1% | +113.4% | +242.7% | +238.2% |
| 5Y | +243.8% | +190.2% | +53.7% | +124.7% |
| 10Y | +542.4% | +259.9% | +282.5% | +274.5% |
| All | +542.4% | +267.9% | +274.5% | +274.5% |
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