+78.1%
STM vs WMB
+14.8%
+63.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | -10.7% | -13.8% | +3.1% | -6.8% |
| 30D | -25.7% | -10.3% | -15.4% | -22.9% |
| 3M | -21.6% | -10.1% | -11.5% | -18.5% |
| 6M | -27.8% | -11.8% | -16.0% | -25.9% |
| YTD | +61.8% | +8.9% | +52.8% | +63.9% |
| 1Y | +78.1% | +14.0% | +64.1% | +78.6% |
| All | +78.1% | +14.8% | +63.3% | +78.6% |
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 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