-35.6%
SNPS vs WMB
+36.5%
-72.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.7% | -0.2% |
| 7D | -5.5% | +0.8% | -6.3% | -5.4% |
| 30D | -5.8% | +7.7% | -13.5% | -4.7% |
| 3M | -17.2% | +6.7% | -23.9% | -16.3% |
| 6M | -10.4% | +3.6% | -14.0% | -9.6% |
| YTD | -16.5% | +28.0% | -44.5% | -11.2% |
| 1Y | -35.6% | +37.6% | -73.3% | -16.6% |
| All | -35.6% | +36.5% | -72.2% | -16.6% |
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