+5,376.0%
WMB vs SMTC
+62,999.7%
-57,623.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | -1.0% |
| 7D | +0.6% | +12.7% | -12.2% | -1.0% |
| 30D | +3.3% | +22.0% | -18.7% | +0.2% |
| 3M | +3.1% | -12.7% | +15.8% | +3.3% |
| 6M | -0.7% | +64.8% | -65.5% | -9.1% |
| YTD | +25.2% | +100.7% | -75.5% | +11.4% |
| 1Y | +32.9% | +146.9% | -114.0% | +14.5% |
| 3Y | +140.6% | +456.8% | -316.3% | +74.1% |
| 5Y | +273.5% | +89.2% | +184.2% | +202.2% |
| 10Y | +334.2% | +426.9% | -92.7% | +199.6% |
| All | +5,376.0% | +62,999.7% | -57,623.7% | +2,849.7% |
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