+324.4%
SNXX vs WMB
+3.5%
+321.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.5% |
| 7D | +27.3% | 0.0% | +27.3% | +27.3% |
| 30D | +89.3% | +4.6% | +84.7% | +80.3% |
| 3M | -29.6% | +5.7% | -35.3% | -26.5% |
| 6M | +324.4% | +4.2% | +320.2% | +328.7% |
| All | +324.4% | +3.5% | +321.0% | +328.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling