+3,093.2%
GLW vs WMB
+4,805.5%
-1,712.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | -13.9% | -13.8% | -0.1% | -11.0% |
| 30D | -35.0% | -10.3% | -24.7% | -33.4% |
| 3M | -32.4% | -10.1% | -22.3% | -30.7% |
| 6M | -41.3% | -11.8% | -29.5% | -39.6% |
| YTD | +21.8% | +8.9% | +12.9% | +19.8% |
| 1Y | +21.8% | +14.0% | +7.9% | +18.6% |
| 3Y | +307.7% | +100.5% | +207.1% | +250.8% |
| 5Y | +213.7% | +179.5% | +34.2% | +150.7% |
| 10Y | +509.3% | +272.7% | +236.5% | +344.5% |
| All | +3,093.2% | +4,805.5% | -1,712.3% | +1,009.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling