+675.0%
SNPS vs WMB
+278.0%
+396.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.1% |
| 7D | -0.2% | +1.6% | -1.7% | -0.6% |
| 30D | -8.0% | -7.1% | -1.0% | -6.4% |
| 3M | +12.5% | -4.0% | +16.5% | +13.4% |
| 6M | -10.5% | -5.7% | -4.7% | -9.6% |
| YTD | -1.6% | +17.2% | -18.8% | -6.5% |
| 1Y | +16.8% | +17.2% | -0.4% | +11.0% |
| 3Y | -10.9% | +121.1% | -132.0% | -29.1% |
| 5Y | +35.8% | +197.2% | -161.4% | -0.6% |
| 10Y | +675.0% | +280.9% | +394.1% | +393.2% |
| All | +675.0% | +278.0% | +396.9% | +393.2% |
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