+338.0%
SMH vs WMB
+285.8%
+52.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.1% |
| 3M | -2.8% | +5.7% | -8.6% | -5.4% |
| 6M | +45.6% | +4.2% | +41.4% | +41.9% |
| YTD | +59.5% | +26.8% | +32.6% | +42.4% |
| 1Y | +93.4% | +34.7% | +58.8% | +67.2% |
| 3Y | +287.1% | +146.8% | +140.3% | +160.7% |
| 5Y | +338.0% | +285.0% | +53.0% | +167.8% |
| All | +338.0% | +285.8% | +52.2% | +167.8% |
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