+90.1%
STM vs WMB
+16.3%
+73.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.2% | -0.2% |
| 7D | -7.9% | -6.9% | -1.0% | -6.0% |
| 30D | -14.1% | -7.2% | -7.0% | -12.2% |
| 3M | -17.6% | -5.4% | -12.2% | -16.0% |
| 6M | -24.2% | -4.9% | -19.4% | -24.0% |
| YTD | +73.3% | +14.7% | +58.6% | +71.4% |
| 1Y | +90.1% | +14.7% | +75.4% | +87.9% |
| All | +90.1% | +16.3% | +73.8% | +87.9% |
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