+270.9%
WMB vs SU
+341.5%
-70.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -1.7% | +1.7% | -3.3% | -2.3% |
| 30D | +0.7% | +9.6% | -8.9% | -2.9% |
| 3M | +1.5% | +11.7% | -10.2% | -3.1% |
| 6M | +0.1% | +21.9% | -21.9% | -8.1% |
| YTD | +22.9% | +58.6% | -35.7% | +1.7% |
| 1Y | +27.9% | +66.5% | -38.7% | +3.6% |
| 3Y | +139.1% | +121.4% | +17.7% | +68.7% |
| 5Y | +270.9% | +355.7% | -84.8% | +91.5% |
| All | +270.9% | +341.5% | -70.6% | +91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling