+4,666.7%
WMB vs GEN
+8,588.0%
-3,921.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.1% |
| 7D | -13.8% | +2.3% | -16.1% | -14.2% |
| 30D | -10.3% | +33.1% | -43.4% | -14.2% |
| 3M | -10.1% | +6.5% | -16.5% | -11.5% |
| 6M | -11.8% | +53.8% | -65.6% | -18.3% |
| YTD | +8.9% | +11.2% | -2.3% | +5.4% |
| 1Y | +14.0% | +19.4% | -5.4% | +9.1% |
| 3Y | +100.5% | +81.0% | +19.5% | +78.9% |
| 5Y | +179.5% | +33.4% | +146.1% | +157.5% |
| 10Y | +272.7% | +164.3% | +108.5% | +200.4% |
| All | +4,666.7% | +8,588.0% | -3,921.3% | +2,027.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling