+121.3%
WMB vs GEN
+67.9%
+53.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.6% |
| 7D | +7.8% | +2.0% | +5.8% | +7.7% |
| 30D | -5.1% | +27.7% | -32.8% | -6.4% |
| 3M | -4.7% | +3.3% | -8.0% | -4.9% |
| 6M | -7.4% | +31.8% | -39.2% | -9.9% |
| YTD | +17.5% | +13.5% | +4.0% | +17.8% |
| 1Y | +19.5% | +16.0% | +3.4% | +19.2% |
| 3Y | +121.3% | +70.6% | +50.7% | +102.9% |
| All | +121.3% | +67.9% | +53.4% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling