+641.0%
WMB vs GPN
+2,520.1%
-1,879.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.4% | +5.6% | +3.5% |
| 7D | +0.8% | -0.7% | +1.5% | +1.0% |
| 30D | +7.7% | +3.8% | +3.9% | +5.9% |
| 3M | +6.7% | +39.2% | -32.5% | -6.9% |
| 6M | +3.6% | +17.9% | -14.2% | -4.9% |
| YTD | +28.0% | +16.4% | +11.6% | +16.5% |
| 1Y | +37.6% | +3.6% | +34.0% | +30.0% |
| 3Y | +149.0% | -26.7% | +175.7% | +157.4% |
| 5Y | +285.3% | -44.8% | +330.1% | +325.7% |
| 10Y | +302.1% | +24.1% | +277.9% | +197.8% |
| All | +641.0% | +2,520.1% | -1,879.1% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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