+285.0%
WMB vs GH
+24.4%
+260.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | +4.6% | -2.6% | +7.2% | +4.7% |
| 3M | +5.7% | +25.1% | -19.4% | +4.2% |
| 6M | +4.2% | +78.5% | -74.3% | +0.2% |
| YTD | +26.8% | +59.4% | -32.5% | +22.7% |
| 1Y | +34.7% | +173.9% | -139.2% | +25.4% |
| 3Y | +146.8% | +382.7% | -235.9% | +117.3% |
| 5Y | +285.0% | +24.4% | +260.6% | +229.7% |
| All | +285.0% | +24.4% | +260.6% | +229.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling