+31.7%
SNPS vs WMB
+200.5%
-168.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +1.1% | +7.8% | -6.8% | -1.0% |
| 30D | -5.2% | -5.1% | -0.1% | -3.9% |
| 3M | +10.6% | -4.7% | +15.3% | +11.7% |
| 6M | -10.6% | -7.4% | -3.2% | -9.3% |
| YTD | -3.1% | +17.5% | -20.6% | -8.6% |
| 1Y | +15.6% | +19.5% | -3.9% | +8.3% |
| 3Y | -12.9% | +121.3% | -134.2% | -33.3% |
| All | +31.7% | +200.5% | -168.9% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling