+283.3%
WMB vs GIS
-18.8%
+302.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.0% |
| 7D | +8.1% | -8.1% | +16.1% | +9.1% |
| 30D | -6.9% | +5.3% | -12.2% | -7.8% |
| 3M | -5.1% | -10.5% | +5.4% | -4.0% |
| 6M | -5.7% | +1.8% | -7.5% | -6.6% |
| YTD | +18.1% | -22.9% | +41.0% | +21.6% |
| 1Y | +18.4% | -22.9% | +41.4% | +22.0% |
| 3Y | +122.7% | -40.5% | +163.2% | +136.9% |
| 5Y | +202.0% | -34.9% | +236.9% | +213.6% |
| All | +283.3% | -18.8% | +302.1% | +283.3% |
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