+580.1%
WMB vs GPN
+2,600.4%
-2,020.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -2.0% |
| 7D | +7.8% | -5.6% | +13.5% | +9.6% |
| 30D | -5.1% | +13.6% | -18.7% | -10.5% |
| 3M | -4.7% | -2.8% | -1.9% | -5.3% |
| 6M | -7.4% | +38.1% | -45.5% | -20.5% |
| YTD | +17.5% | +19.9% | -2.5% | +4.2% |
| 1Y | +19.5% | +23.4% | -3.9% | +4.6% |
| 3Y | +121.3% | -12.6% | +133.9% | +110.3% |
| 5Y | +200.5% | -26.6% | +227.1% | +191.7% |
| 10Y | +281.9% | +40.4% | +241.4% | +165.0% |
| All | +580.1% | +2,600.4% | -2,020.3% | +113.4% |
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