+28.4%
SNPS vs WMB
+178.7%
-150.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.3% | +0.4% | -3.5% |
| 7D | -10.2% | -14.2% | +4.0% | -6.6% |
| 30D | -12.8% | -11.2% | -1.6% | -10.1% |
| 3M | +9.9% | -9.9% | +19.7% | +12.7% |
| 6M | -12.4% | -14.4% | +2.0% | -9.2% |
| YTD | -6.3% | +9.2% | -15.5% | -9.9% |
| 1Y | +7.6% | +15.1% | -7.4% | +1.7% |
| 3Y | -9.8% | +99.2% | -109.0% | -28.9% |
| All | +28.4% | +178.7% | -150.3% | -9.3% |
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