+180.3%
WMB vs GEN
+32.5%
+147.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | 0.0% |
| 7D | -13.8% | +2.3% | -16.1% | -14.0% |
| 30D | -10.3% | +33.1% | -43.4% | -13.1% |
| 3M | -10.1% | +6.5% | -16.5% | -11.0% |
| 6M | -11.8% | +53.8% | -65.6% | -17.5% |
| YTD | +8.9% | +11.2% | -2.3% | +7.3% |
| 1Y | +14.0% | +19.4% | -5.4% | +10.7% |
| 3Y | +100.5% | +81.0% | +19.5% | +80.0% |
| All | +180.3% | +32.5% | +147.8% | +153.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling