+302.1%
WMB vs GEN
+150.2%
+151.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.7% | +5.0% | +2.7% |
| 7D | +0.8% | -0.7% | +1.5% | +0.9% |
| 30D | +7.7% | +2.6% | +5.1% | +7.1% |
| 3M | +6.7% | +15.8% | -9.1% | +3.8% |
| 6M | +3.6% | +33.1% | -29.5% | -2.1% |
| YTD | +28.0% | +11.3% | +16.7% | +24.6% |
| 1Y | +37.6% | +1.7% | +36.0% | +36.2% |
| 3Y | +149.0% | +58.1% | +90.9% | +124.3% |
| 5Y | +285.3% | +20.6% | +264.7% | +257.8% |
| 10Y | +302.1% | +149.0% | +153.1% | +208.0% |
| All | +302.1% | +150.2% | +151.9% | +208.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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