+149.0%
WMB vs GH
+355.8%
-206.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.5% | +2.3% |
| 7D | +0.8% | -2.1% | +2.9% | +0.9% |
| 30D | +7.7% | -4.5% | +12.2% | +7.9% |
| 3M | +6.7% | +28.9% | -22.2% | +5.0% |
| 6M | +3.6% | +76.5% | -72.9% | -0.3% |
| YTD | +28.0% | +57.6% | -29.6% | +23.8% |
| 1Y | +37.6% | +167.5% | -129.9% | +27.6% |
| 3Y | +149.0% | +377.4% | -228.4% | +124.1% |
| All | +149.0% | +355.8% | -206.7% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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