+5,775.4%
SNPS vs WMB
+4,870.1%
+905.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.6% | 0.0% |
| 7D | +5.1% | +8.1% | -3.0% | +3.9% |
| 30D | -6.4% | -6.9% | +0.4% | -5.5% |
| 3M | +12.2% | -5.1% | +17.3% | +13.0% |
| 6M | -9.8% | -5.7% | -4.1% | -9.3% |
| YTD | -1.5% | +18.1% | -19.6% | -4.3% |
| 1Y | +16.0% | +18.4% | -2.4% | +12.6% |
| 3Y | -10.8% | +122.7% | -133.5% | -21.5% |
| 5Y | +33.3% | +202.0% | -168.7% | +11.8% |
| 10Y | +675.9% | +283.8% | +392.1% | +508.7% |
| All | +5,775.4% | +4,870.1% | +905.3% | +2,387.4% |
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