-6.3%
SHOP vs WMB
+18.2%
-24.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.4% | -1.3% |
| 7D | +2.1% | +8.1% | -6.0% | +5.6% |
| 30D | -16.8% | -6.9% | -10.0% | -19.5% |
| 3M | -2.4% | -5.1% | +2.7% | -4.3% |
| 6M | +47.0% | -5.7% | +52.7% | +45.1% |
| YTD | -8.8% | +18.1% | -26.9% | -3.9% |
| 1Y | -6.3% | +18.4% | -24.7% | -1.0% |
| All | -6.3% | +18.2% | -24.5% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling