+4,918.1%
WMB vs SMTC
+48,322.4%
-43,404.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.1% | +1.8% |
| 7D | -6.9% | -10.9% | +4.0% | -5.9% |
| 30D | -7.2% | -39.4% | +32.2% | -1.9% |
| 3M | -5.4% | -13.5% | +8.1% | -5.1% |
| 6M | -4.9% | -6.8% | +2.0% | -6.7% |
| YTD | +14.7% | +54.0% | -39.3% | +4.5% |
| 1Y | +14.7% | +50.8% | -36.1% | +4.5% |
| 3Y | +116.4% | +677.3% | -561.0% | +49.4% |
| 5Y | +198.5% | +28.7% | +169.8% | +151.3% |
| 10Y | +266.3% | +339.9% | -73.6% | +156.0% |
| All | +4,918.1% | +48,322.4% | -43,404.3% | +2,665.7% |
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