+313.2%
WMB vs GSK
+80.2%
+233.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | 0.0% | -3.6% | +3.6% | +0.9% |
| 30D | +4.6% | -5.9% | +10.5% | +6.2% |
| 3M | +5.7% | -4.3% | +10.0% | +6.5% |
| 6M | +4.2% | -10.8% | +15.0% | +6.9% |
| YTD | +26.8% | +1.8% | +25.1% | +24.3% |
| 1Y | +34.7% | +23.5% | +11.2% | +23.3% |
| 3Y | +146.8% | +49.5% | +97.3% | +103.7% |
| 5Y | +285.0% | +49.7% | +235.3% | +207.8% |
| 10Y | +313.2% | +81.9% | +231.3% | +202.1% |
| All | +313.2% | +80.2% | +233.0% | +202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded GSK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling