+5,026.7%
WMB vs GWW
+16,306.1%
-11,279.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.2% | +1.7% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -7.1% | +14.0% | -21.0% | -12.7% |
| 3M | -4.0% | +14.4% | -18.4% | -10.0% |
| 6M | -5.7% | +21.7% | -27.4% | -14.4% |
| YTD | +17.2% | +48.4% | -31.3% | -3.7% |
| 1Y | +17.2% | +58.4% | -41.2% | -6.7% |
| 3Y | +121.1% | +92.3% | +28.8% | +57.0% |
| 5Y | +197.2% | +221.8% | -24.6% | +61.1% |
| 10Y | +280.9% | +657.6% | -376.6% | +26.4% |
| All | +5,026.7% | +16,306.1% | -11,279.4% | +427.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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