+278.8%
WMB vs SMTC
+91.8%
+186.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | -0.6% |
| 7D | +0.6% | +12.7% | -12.2% | -0.5% |
| 30D | +3.3% | +22.0% | -18.7% | +1.1% |
| 3M | +3.1% | -12.7% | +15.8% | +3.3% |
| 6M | -0.7% | +64.8% | -65.5% | -6.6% |
| YTD | +25.2% | +100.7% | -75.5% | +15.5% |
| 1Y | +32.9% | +146.9% | -114.0% | +19.8% |
| 3Y | +140.6% | +456.8% | -316.3% | +93.6% |
| All | +278.8% | +91.8% | +186.9% | +238.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling