+142.3%
WMB vs GEN
+58.9%
+83.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.3% |
| 7D | +0.6% | -1.2% | +1.8% | +0.6% |
| 30D | +3.3% | +10.1% | -6.9% | +2.5% |
| 3M | +3.1% | +16.1% | -13.0% | +1.9% |
| 6M | -0.7% | +38.9% | -39.6% | -4.0% |
| YTD | +25.2% | +14.4% | +10.7% | +25.1% |
| 1Y | +32.9% | +5.9% | +27.0% | +34.7% |
| All | +142.3% | +58.9% | +83.4% | +138.2% |
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