+298.4%
WMB vs SU
+267.2%
+31.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.0% | +2.2% | -3.3% | -2.1% |
| 30D | -0.4% | +8.4% | -8.9% | -4.2% |
| 3M | +3.2% | +12.1% | -8.9% | -2.7% |
| 6M | +0.1% | +19.7% | -19.6% | -9.0% |
| YTD | +23.9% | +58.4% | -34.6% | -1.5% |
| 1Y | +27.6% | +67.2% | -39.6% | -1.3% |
| 3Y | +141.9% | +125.0% | +16.9% | +57.7% |
| 5Y | +273.8% | +355.1% | -81.3% | +62.4% |
| All | +298.4% | +267.2% | +31.2% | +74.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling