+266.3%
WMB vs GEN
+151.0%
+115.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | -6.9% | +1.0% | -7.9% | -7.1% |
| 30D | -7.2% | +29.1% | -36.2% | -10.9% |
| 3M | -5.4% | +2.9% | -8.3% | -6.4% |
| 6M | -4.9% | +33.6% | -38.5% | -10.3% |
| YTD | +14.7% | +12.0% | +2.6% | +11.1% |
| 1Y | +14.7% | +16.2% | -1.5% | +10.3% |
| 3Y | +116.4% | +65.1% | +51.3% | +92.9% |
| 5Y | +198.5% | +33.3% | +165.2% | +171.1% |
| 10Y | +266.3% | +149.7% | +116.6% | +183.6% |
| All | +266.3% | +151.0% | +115.3% | +183.6% |
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