+250.6%
SMH vs WMB
+204.0%
+46.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.2% | +2.7% | +3.9% |
| 7D | +0.5% | +1.6% | -1.0% | +0.1% |
| 30D | -14.2% | -7.1% | -7.1% | -11.5% |
| 3M | -11.5% | -4.0% | -7.5% | -10.2% |
| 6M | -12.0% | -5.7% | -6.3% | -10.5% |
| YTD | +40.8% | +17.2% | +23.6% | +29.4% |
| 1Y | +44.9% | +17.2% | +27.7% | +32.9% |
| 3Y | +226.7% | +121.1% | +105.7% | +126.5% |
| 5Y | +250.6% | +197.2% | +53.4% | +118.7% |
| All | +250.6% | +204.0% | +46.6% | +118.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling