+17.1%
SNPS vs WMB
+275.1%
-258.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.4% |
| 7D | -11.0% | +0.6% | -11.6% | -11.2% |
| 30D | -1.7% | +3.3% | -5.0% | -2.6% |
| 3M | -20.4% | +3.1% | -23.5% | -21.2% |
| 6M | -8.6% | -0.7% | -7.9% | -8.9% |
| YTD | -16.2% | +25.2% | -41.3% | -21.8% |
| 1Y | -34.6% | +32.9% | -67.4% | -40.5% |
| 3Y | -14.5% | +140.6% | -155.0% | -34.5% |
| All | +17.1% | +275.1% | -258.0% | -16.1% |
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