+19.5%
WMB vs SO
+5.1%
+14.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.0% |
| 7D | +7.8% | +1.4% | +6.5% | +7.3% |
| 30D | -5.1% | +4.7% | -9.8% | -7.0% |
| 3M | -4.7% | +1.7% | -6.4% | -5.5% |
| 6M | -7.4% | +2.2% | -9.6% | -8.3% |
| YTD | +17.5% | +10.0% | +7.5% | +14.7% |
| 1Y | +19.5% | +6.0% | +13.4% | +17.1% |
| All | +19.5% | +5.1% | +14.4% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling