+5,039.4%
WMB vs SU
+62,578.3%
-57,539.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.5% |
| 7D | +7.8% | +1.7% | +6.1% | +7.8% |
| 30D | -5.1% | -7.9% | +2.8% | -5.1% |
| 3M | -4.7% | +7.5% | -12.3% | -4.7% |
| 6M | -7.4% | +7.2% | -14.6% | -7.4% |
| YTD | +17.5% | +60.9% | -43.5% | +17.4% |
| 1Y | +19.5% | +63.6% | -44.2% | +19.4% |
| 3Y | +121.3% | +128.9% | -7.6% | +120.9% |
| 5Y | +200.5% | +228.3% | -27.7% | +199.9% |
| 10Y | +281.9% | +240.6% | +41.3% | +281.0% |
| All | +5,039.4% | +62,578.3% | -57,539.0% | +5,129.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling