-81.6%
SMR vs WMB
+16.3%
-98.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.6% | -4.6% |
| 7D | -2.8% | -6.9% | +4.1% | -1.0% |
| 30D | -27.5% | -7.2% | -20.3% | -26.0% |
| 3M | -43.1% | -5.4% | -37.7% | -42.2% |
| 6M | -58.4% | -4.9% | -53.5% | -59.4% |
| YTD | -63.2% | +14.7% | -77.9% | -74.0% |
| 1Y | -81.6% | +14.7% | -96.3% | -86.9% |
| All | -81.6% | +16.3% | -98.0% | -86.9% |
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