+231.7%
SPOT vs WMB
+145.3%
+86.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -6.5% | 0.0% | -6.5% | -6.5% |
| 30D | +2.2% | +4.6% | -2.4% | +1.3% |
| 3M | +5.4% | +5.7% | -0.4% | +3.9% |
| 6M | -4.0% | +4.2% | -8.2% | -5.3% |
| YTD | -9.9% | +26.8% | -36.8% | -15.4% |
| 1Y | -27.3% | +34.7% | -62.0% | -33.1% |
| All | +231.7% | +145.3% | +86.4% | +224.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling