+283.3%
WMB vs SPMO
+469.5%
-186.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +8.1% | +9.8% | -1.7% | +2.5% |
| 30D | -6.9% | -9.2% | +2.3% | -1.8% |
| 3M | -5.1% | -11.0% | +5.9% | +0.9% |
| 6M | -5.7% | -6.6% | +0.9% | -4.0% |
| YTD | +18.1% | +13.3% | +4.7% | +6.0% |
| 1Y | +18.4% | +12.7% | +5.8% | +6.6% |
| 3Y | +122.7% | +127.5% | -4.8% | +24.0% |
| 5Y | +202.0% | +117.4% | +84.7% | +71.9% |
| All | +283.3% | +469.5% | -186.2% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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