+228.7%
SMH vs WMB
+121.3%
+107.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.2% | +2.7% | +4.0% |
| 7D | +0.5% | +1.6% | -1.0% | +0.1% |
| 30D | -14.2% | -7.1% | -7.1% | -11.8% |
| 3M | -11.5% | -4.0% | -7.5% | -10.3% |
| 6M | -12.0% | -5.7% | -6.3% | -10.7% |
| YTD | +40.8% | +17.2% | +23.6% | +29.6% |
| 1Y | +44.9% | +17.2% | +27.7% | +33.1% |
| All | +228.7% | +121.3% | +107.4% | +179.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling