+295.4%
WMB vs GIS
-19.3%
+314.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -2.7% |
| 7D | -1.7% | -8.4% | +6.7% | -0.5% |
| 30D | +0.7% | -5.2% | +5.9% | +1.4% |
| 3M | +1.5% | +8.2% | -6.6% | 0.0% |
| 6M | +0.1% | -12.0% | +12.1% | +1.6% |
| YTD | +22.9% | -18.9% | +41.8% | +26.2% |
| 1Y | +27.9% | -23.6% | +51.5% | +32.5% |
| 3Y | +139.1% | -37.6% | +176.8% | +153.7% |
| 5Y | +270.9% | -25.2% | +296.1% | +277.4% |
| All | +295.4% | -19.3% | +314.7% | +334.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling