+95.4%
STM vs WMB
+18.2%
+77.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.1% |
| 7D | +16.3% | +8.1% | +8.2% | +13.0% |
| 30D | -6.3% | -6.9% | +0.6% | -5.0% |
| 3M | -14.1% | -5.1% | -9.0% | -13.1% |
| 6M | -19.6% | -5.7% | -13.9% | -19.6% |
| YTD | +80.1% | +18.1% | +62.1% | +76.2% |
| 1Y | +95.4% | +18.4% | +76.9% | +91.0% |
| All | +95.4% | +18.2% | +77.1% | +91.0% |
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