+52.0%
SNOW vs WMB
+31.9%
+20.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.3% |
| 7D | +2.8% | +0.6% | +2.2% | +3.1% |
| 30D | +6.4% | +3.3% | +3.2% | +8.5% |
| 3M | +38.1% | +3.1% | +35.0% | +41.4% |
| 6M | +100.4% | -0.7% | +101.1% | +104.8% |
| YTD | +53.7% | +25.2% | +28.5% | +68.7% |
| 1Y | +52.0% | +32.9% | +19.1% | +64.5% |
| All | +52.0% | +31.9% | +20.1% | +64.5% |
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