+200.8%
WMB vs GPC
+4.3%
+196.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +7.8% | +0.4% | +7.4% | +7.8% |
| 30D | -5.1% | -6.3% | +1.2% | -4.3% |
| 3M | -4.7% | -8.2% | +3.4% | -3.7% |
| 6M | -7.4% | +27.1% | -34.5% | -11.4% |
| YTD | +17.5% | +3.1% | +14.3% | +15.6% |
| 1Y | +19.5% | +0.1% | +19.4% | +18.2% |
| 3Y | +121.3% | +0.2% | +121.1% | +112.1% |
| All | +200.8% | +4.3% | +196.5% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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