+23.7%
WMB vs SU
+88.1%
-64.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.5% | -1.8% | -4.8% |
| 7D | -8.6% | -7.1% | -1.5% | -6.3% |
| 30D | -4.2% | +4.8% | -8.9% | -5.3% |
| 3M | -4.4% | +12.5% | -16.9% | -7.9% |
| 6M | -8.7% | +6.5% | -15.1% | -10.1% |
| YTD | +15.4% | +65.8% | -50.4% | -6.3% |
| 1Y | +23.7% | +86.2% | -62.4% | -5.7% |
| All | +23.7% | +88.1% | -64.4% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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