-8.3%
SHOP vs WMB
+36.5%
-44.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.3% | -9.8% | -6.5% |
| 7D | -4.1% | +0.8% | -4.9% | -3.6% |
| 30D | -11.5% | +7.7% | -19.2% | -8.3% |
| 3M | +21.1% | +6.7% | +14.3% | +25.3% |
| 6M | +3.0% | +3.6% | -0.6% | +6.0% |
| YTD | -16.7% | +28.0% | -44.7% | -12.1% |
| 1Y | -8.3% | +37.6% | -45.9% | +4.3% |
| All | -8.3% | +36.5% | -44.8% | +4.3% |
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