+38.3%
SPOT vs WMB
-5.6%
+43.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.6% |
| 7D | -2.6% | +8.1% | -10.7% | -1.2% |
| 30D | +13.5% | -6.9% | +20.4% | +12.2% |
| 3M | +22.2% | -5.1% | +27.3% | +21.1% |
| 6M | +38.3% | -5.7% | +44.0% | +36.1% |
| All | +38.3% | -5.6% | +43.9% | +36.1% |
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