+286.8%
SMH vs WMB
+145.3%
+141.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | +4.3% | 0.0% | +4.3% | +4.3% |
| 30D | +0.9% | +4.6% | -3.7% | -0.9% |
| 3M | -2.8% | +5.7% | -8.6% | -5.2% |
| 6M | +45.6% | +4.2% | +41.4% | +42.0% |
| YTD | +59.5% | +26.8% | +32.6% | +42.6% |
| 1Y | +93.4% | +34.7% | +58.8% | +67.1% |
| All | +286.8% | +145.3% | +141.5% | +195.2% |
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