+285.0%
WMB vs GRAB
-71.6%
+356.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -0.6% |
| 7D | 0.0% | -13.9% | +13.9% | +0.6% |
| 30D | +4.6% | -17.2% | +21.8% | +5.3% |
| 3M | +5.7% | -7.9% | +13.6% | +5.9% |
| 6M | +4.2% | -23.2% | +27.4% | +5.2% |
| YTD | +26.8% | -39.1% | +65.9% | +29.3% |
| 1Y | +34.7% | -42.5% | +77.2% | +37.4% |
| 3Y | +146.8% | -18.3% | +165.1% | +146.3% |
| 5Y | +285.0% | -71.7% | +356.7% | +289.5% |
| All | +285.0% | -71.6% | +356.6% | +289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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