+2,684.0%
SNDK vs WMB
+31.9%
+2,652.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.1% | +11.8% | +11.8% |
| 7D | +17.2% | +0.6% | +16.6% | +17.0% |
| 30D | +28.8% | +3.3% | +25.6% | +27.0% |
| 3M | -1.1% | +3.1% | -4.2% | -0.9% |
| 6M | +190.5% | -0.7% | +191.2% | +192.7% |
| YTD | +633.0% | +25.2% | +607.8% | +608.8% |
| 1Y | +2,684.0% | +32.9% | +2,651.1% | +2,856.7% |
| All | +2,684.0% | +31.9% | +2,652.1% | +2,856.7% |
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 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