-69.4%
SMR vs WMB
+35.6%
-105.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.2% |
| 7D | +13.1% | 0.0% | +13.1% | +13.0% |
| 30D | +17.8% | +4.6% | +13.2% | +16.9% |
| 3M | +8.1% | +5.7% | +2.4% | +5.9% |
| 6M | -11.1% | +4.2% | -15.3% | -14.6% |
| YTD | -23.7% | +26.8% | -50.6% | -36.7% |
| 1Y | -69.4% | +34.7% | -104.1% | -68.5% |
| All | -69.4% | +35.6% | -105.0% | -68.5% |
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