+4.7%
SHW vs WMB
+16.3%
-11.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.4% |
| 7D | +4.2% | -6.9% | +11.2% | +2.4% |
| 30D | +11.3% | -7.2% | +18.4% | +9.3% |
| 3M | -1.8% | -5.4% | +3.6% | -3.2% |
| 6M | +12.7% | -4.9% | +17.6% | +10.8% |
| YTD | +10.4% | +14.7% | -4.3% | +8.0% |
| 1Y | +4.7% | +14.7% | -10.0% | +2.1% |
| All | +4.7% | +16.3% | -11.6% | +2.1% |
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