+48.7%
SNOW vs WMB
+36.8%
+11.9%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | +0.7% |
| 7D | +4.9% | +0.8% | +4.1% | +5.5% |
| 30D | +1.5% | +7.7% | -6.2% | +5.7% |
| 3M | +39.5% | +6.7% | +32.8% | +45.6% |
| 6M | +85.9% | +3.6% | +82.3% | +93.3% |
| YTD | +52.9% | +28.0% | +24.9% | +69.6% |
| All | +48.7% | +36.8% | +11.9% | +65.8% |
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 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