+180.2%
WMB vs GD
+97.4%
+82.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -4.5% |
| 7D | -14.2% | -3.9% | -10.3% | -13.0% |
| 30D | -11.2% | +8.1% | -19.3% | -13.5% |
| 3M | -9.9% | -6.8% | -3.1% | -7.7% |
| 6M | -14.4% | +3.0% | -17.4% | -15.6% |
| YTD | +9.2% | +7.8% | +1.5% | +5.1% |
| 1Y | +15.1% | +5.8% | +9.3% | +11.5% |
| 3Y | +99.2% | +55.3% | +43.9% | +56.2% |
| 5Y | +180.2% | +96.7% | +83.6% | +89.5% |
| All | +180.2% | +97.4% | +82.8% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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