+13.0%
WMB vs STT
+46.6%
-33.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.5% | +3.4% |
| 7D | -6.7% | +0.9% | -7.6% | -6.7% |
| 30D | -8.6% | -2.3% | -6.2% | -8.5% |
| 3M | -4.9% | -7.5% | +2.5% | -4.6% |
| 6M | -6.3% | +14.9% | -21.2% | -4.5% |
| YTD | +13.0% | +34.9% | -21.9% | +14.1% |
| All | +13.0% | +46.6% | -33.6% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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