+2,071.0%
STX vs WMB
+267.9%
+1,803.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.7% | +6.1% | +8.5% |
| 7D | -14.8% | -6.7% | -8.1% | -12.2% |
| 30D | -35.4% | -8.6% | -26.8% | -32.9% |
| 3M | -37.7% | -4.9% | -32.8% | -36.3% |
| 6M | -35.2% | -6.3% | -28.9% | -33.8% |
| YTD | +84.4% | +13.0% | +71.4% | +76.0% |
| 1Y | +82.3% | +14.9% | +67.3% | +72.7% |
| 3Y | +646.2% | +113.4% | +532.8% | +462.2% |
| 5Y | +487.4% | +190.2% | +297.3% | +295.3% |
| 10Y | +2,071.0% | +259.9% | +1,811.2% | +1,251.9% |
| All | +2,071.0% | +267.9% | +1,803.2% | +1,251.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling