+259.9%
WMB vs SO
+184.0%
+75.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.2% |
| 7D | -6.7% | -1.1% | -5.6% | -6.3% |
| 30D | -8.6% | +8.6% | -17.1% | -11.2% |
| 3M | -4.9% | +1.8% | -6.7% | -5.6% |
| 6M | -6.3% | +3.6% | -9.9% | -7.6% |
| YTD | +13.0% | +9.9% | +3.0% | +9.1% |
| 1Y | +14.9% | +5.7% | +9.2% | +12.4% |
| 3Y | +113.4% | +52.5% | +60.9% | +82.4% |
| 5Y | +190.2% | +77.3% | +112.8% | +135.5% |
| 10Y | +259.9% | +186.8% | +73.1% | +177.1% |
| All | +259.9% | +184.0% | +75.9% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling