-0.3%
SPOT vs WMB
+22.7%
-23.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -6.4% | +11.0% | +3.4% |
| 7D | +16.6% | -8.6% | +25.2% | +14.9% |
| 30D | +29.9% | -4.2% | +34.1% | +28.8% |
| 3M | +31.3% | -4.4% | +35.7% | +30.1% |
| 6M | +43.2% | -8.7% | +51.9% | +41.1% |
| YTD | +8.1% | +15.4% | -7.3% | +8.6% |
| 1Y | -0.3% | +23.7% | -24.1% | +1.2% |
| All | -0.3% | +22.7% | -23.0% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling