+264.0%
SPOT vs WMB
+368.7%
-104.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | -0.9% | +0.6% | -1.5% | -1.1% |
| 30D | +12.5% | +3.3% | +9.2% | +11.5% |
| 3M | +9.9% | +3.1% | +6.8% | +8.7% |
| 6M | +1.6% | -0.7% | +2.3% | +1.2% |
| YTD | -6.6% | +25.2% | -31.8% | -12.4% |
| 1Y | -22.9% | +32.9% | -55.8% | -29.1% |
| 3Y | +244.3% | +140.6% | +103.7% | +171.6% |
| 5Y | +117.8% | +273.5% | -155.6% | +54.2% |
| All | +264.0% | +368.7% | -104.7% | +152.8% |
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