+34.7%
WMB vs SMTC
+168.8%
-134.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.9% |
| 7D | 0.0% | +22.5% | -22.5% | -1.2% |
| 30D | +4.6% | +24.9% | -20.3% | +3.0% |
| 3M | +5.7% | +4.1% | +1.7% | +4.7% |
| 6M | +4.2% | +92.6% | -88.4% | -0.1% |
| YTD | +26.8% | +122.5% | -95.6% | +21.4% |
| 1Y | +34.7% | +166.2% | -131.5% | +30.4% |
| All | +34.7% | +168.8% | -134.1% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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