+23.7%
WMB vs GIS
-17.8%
+41.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.2% | -11.6% | -5.9% |
| 7D | -8.6% | +8.5% | -17.1% | -8.1% |
| 30D | -4.2% | +15.3% | -19.5% | -3.7% |
| 3M | -4.4% | +0.9% | -5.4% | -3.7% |
| 6M | -8.7% | +7.9% | -16.6% | -8.0% |
| YTD | +15.4% | -17.6% | +33.0% | +17.6% |
| 1Y | +23.7% | -17.4% | +41.1% | +25.9% |
| All | +23.7% | -17.8% | +41.5% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 1y: compounded portfolio wealth divided by compounded GIS 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…
1y analysis · Full analysis span regression · 6 months rolling