+121.3%
WMB vs SU
+132.3%
-11.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +7.8% | +1.7% | +6.1% | +7.2% |
| 30D | -5.1% | -7.9% | +2.8% | -2.4% |
| 3M | -4.7% | +7.5% | -12.3% | -7.1% |
| 6M | -7.4% | +7.2% | -14.6% | -9.8% |
| YTD | +17.5% | +60.9% | -43.5% | -1.0% |
| 1Y | +19.5% | +63.6% | -44.2% | 0.0% |
| 3Y | +121.3% | +128.9% | -7.6% | +60.6% |
| All | +121.3% | +132.3% | -11.0% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling