+149.8%
SMR vs WMB
+114.7%
+35.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.6% | -5.6% |
| 7D | -2.8% | -6.9% | +4.1% | +4.9% |
| 30D | -27.5% | -7.2% | -20.3% | -22.0% |
| 3M | -43.1% | -5.4% | -37.7% | -40.9% |
| 6M | -58.4% | -4.9% | -53.5% | -58.7% |
| YTD | -63.2% | +14.7% | -77.9% | -72.8% |
| 1Y | -81.6% | +14.7% | -96.3% | -86.4% |
| 3Y | +149.8% | +116.4% | +33.4% | -23.6% |
| All | +149.8% | +114.7% | +35.1% | -23.6% |
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