+5,829.8%
SNPS vs WMB
+4,656.1%
+1,173.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.7% | 0.0% | +3.1% |
| 7D | +0.2% | -6.7% | +6.8% | +1.2% |
| 30D | -8.4% | -8.6% | +0.1% | -7.2% |
| 3M | +12.3% | -4.9% | +17.2% | +13.0% |
| 6M | -9.6% | -6.3% | -3.3% | -8.9% |
| YTD | -0.6% | +13.0% | -13.6% | -2.8% |
| 1Y | +18.7% | +14.9% | +3.8% | +15.7% |
| 3Y | -7.6% | +113.4% | -120.9% | -18.1% |
| 5Y | +34.1% | +190.2% | -156.1% | +13.2% |
| 10Y | +691.2% | +259.9% | +431.3% | +526.5% |
| All | +5,829.8% | +4,656.1% | +1,173.7% | +2,427.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling