+5,376.0%
WMB vs GIS
+1,507.8%
+3,868.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +1.0% |
| 7D | +0.6% | -7.8% | +8.4% | +3.4% |
| 30D | +3.3% | +6.6% | -3.3% | +0.8% |
| 3M | +3.1% | +21.0% | -17.8% | -4.3% |
| 6M | -0.7% | -9.1% | +8.4% | +1.6% |
| YTD | +25.2% | -13.6% | +38.8% | +29.8% |
| 1Y | +32.9% | -18.0% | +50.9% | +40.1% |
| 3Y | +140.6% | -33.7% | +174.2% | +168.2% |
| 5Y | +273.5% | -19.4% | +292.9% | +279.2% |
| 10Y | +334.2% | -21.3% | +355.5% | +324.0% |
| All | +5,376.0% | +1,507.8% | +3,868.2% | +1,515.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling