+4,437.1%
SNDK vs WMB
+44.9%
+4,392.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.0% |
| 7D | -6.1% | -1.0% | -5.1% | -5.5% |
| 30D | +21.5% | -0.4% | +21.9% | +21.3% |
| 3M | -13.2% | +3.2% | -16.4% | -14.4% |
| 6M | +149.2% | +0.1% | +149.1% | +146.9% |
| YTD | +588.1% | +23.9% | +564.2% | +471.5% |
| 1Y | +1,837.5% | +27.6% | +1,809.9% | +1,439.8% |
| All | +4,437.1% | +44.9% | +4,392.2% | +3,336.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling