+5,376.0%
WMB vs SU
+60,256.6%
-54,880.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.1% |
| 7D | +0.6% | +3.6% | -3.0% | +0.6% |
| 30D | +3.3% | +7.9% | -4.6% | +3.2% |
| 3M | +3.1% | +3.5% | -0.4% | +3.1% |
| 6M | -0.7% | +19.0% | -19.7% | -0.7% |
| YTD | +25.2% | +55.0% | -29.8% | +25.1% |
| 1Y | +32.9% | +71.2% | -38.3% | +32.7% |
| 3Y | +140.6% | +117.4% | +23.1% | +140.2% |
| 5Y | +273.5% | +335.2% | -61.7% | +272.4% |
| 10Y | +334.2% | +248.7% | +85.5% | +333.2% |
| All | +5,376.0% | +60,256.6% | -54,880.5% | +5,472.5% |
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