+5,376.0%
WMB vs GEN
+8,838.8%
-3,462.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.4% |
| 7D | +0.6% | -1.2% | +1.8% | +0.7% |
| 30D | +3.3% | +10.1% | -6.9% | +1.7% |
| 3M | +3.1% | +16.1% | -13.0% | +0.6% |
| 6M | -0.7% | +38.9% | -39.6% | -6.2% |
| YTD | +25.2% | +14.4% | +10.7% | +21.4% |
| 1Y | +32.9% | +5.9% | +27.0% | +30.3% |
| 3Y | +140.6% | +58.8% | +81.8% | +120.0% |
| 5Y | +273.5% | +24.7% | +248.8% | +249.6% |
| 10Y | +334.2% | +163.1% | +171.1% | +252.1% |
| All | +5,376.0% | +8,838.8% | -3,462.8% | +2,349.1% |
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