-95.5%
SNDQ vs WMB
+2.6%
-98.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -3.1% | +11.1% | +5.4% |
| 7D | -20.4% | -1.7% | -18.7% | -21.4% |
| 30D | -54.5% | +0.7% | -55.2% | -53.9% |
| 3M | -79.1% | +1.5% | -80.6% | -80.4% |
| All | -95.5% | +2.6% | -98.1% | -95.8% |
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 · Available span rolling