+23.8%
WMB vs GLXY
-35.4%
+59.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +0.9% |
| 7D | +8.1% | +16.9% | -8.9% | +7.4% |
| 30D | -6.9% | -23.0% | +16.1% | -6.6% |
| 3M | -5.1% | -28.0% | +22.9% | -4.7% |
| 6M | -5.7% | -51.6% | +45.9% | -4.8% |
| YTD | +18.1% | -32.1% | +50.2% | +17.8% |
| 1Y | +18.4% | -51.5% | +69.9% | +19.1% |
| All | +23.8% | -35.4% | +59.2% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling