+4,918.1%
WMB vs GIS
+1,380.5%
+3,537.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -6.9% | +1.5% | -8.4% | -7.6% |
| 30D | -7.2% | +9.2% | -16.4% | -10.5% |
| 3M | -5.4% | -5.4% | -0.1% | -4.6% |
| 6M | -4.9% | +3.4% | -8.3% | -7.7% |
| YTD | +14.7% | -20.5% | +35.2% | +21.4% |
| 1Y | +14.7% | -20.0% | +34.7% | +21.0% |
| 3Y | +116.4% | -38.6% | +155.0% | +145.9% |
| 5Y | +198.5% | -33.1% | +231.6% | +222.5% |
| 10Y | +266.3% | -16.4% | +282.7% | +243.0% |
| All | +4,918.1% | +1,380.5% | +3,537.6% | +1,410.7% |
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