+4,843.0%
WMB vs SMTC
+49,585.3%
-44,742.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +12.8% | -9.1% | +2.1% |
| 7D | -6.7% | -4.8% | -1.8% | -6.4% |
| 30D | -8.6% | -37.8% | +29.3% | -3.6% |
| 3M | -4.9% | -16.5% | +11.6% | -4.2% |
| 6M | -6.3% | -4.4% | -1.9% | -8.4% |
| YTD | +13.0% | +58.0% | -45.0% | +2.6% |
| 1Y | +14.9% | +62.0% | -47.1% | +3.8% |
| 3Y | +113.4% | +745.7% | -632.3% | +45.7% |
| 5Y | +190.2% | +29.0% | +161.1% | +144.3% |
| 10Y | +259.9% | +351.4% | -91.5% | +150.8% |
| All | +4,843.0% | +49,585.3% | -44,742.3% | +2,615.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling