-95.7%
SNDQ vs WMB
+4.5%
-100.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | +0.1% | -23.9% | -23.7% |
| 7D | -30.8% | +0.6% | -31.4% | -30.4% |
| 30D | -51.7% | +3.3% | -55.0% | -49.9% |
| 3M | -78.0% | +3.1% | -81.2% | -79.0% |
| All | -95.7% | +4.5% | -100.2% | -96.0% |
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 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 · Available span rolling