+200.8%
WMB vs SU
+230.1%
-29.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | +7.8% | +1.7% | +6.1% | +7.1% |
| 30D | -5.1% | -7.9% | +2.8% | -2.0% |
| 3M | -4.7% | +7.5% | -12.3% | -7.6% |
| 6M | -7.4% | +7.2% | -14.6% | -10.5% |
| YTD | +17.5% | +60.9% | -43.5% | -4.0% |
| 1Y | +19.5% | +63.6% | -44.2% | -3.1% |
| 3Y | +121.3% | +128.9% | -7.6% | +52.3% |
| All | +200.8% | +230.1% | -29.2% | +71.1% |
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