+17.2%
WMB vs SUI
-3.0%
+20.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.1% |
| 7D | +1.6% | -2.4% | +4.0% | +1.3% |
| 30D | -7.1% | +3.3% | -10.4% | -7.1% |
| 3M | -4.0% | +0.7% | -4.7% | -3.7% |
| 6M | -5.7% | -4.1% | -1.6% | -4.5% |
| YTD | +17.2% | -1.8% | +19.0% | +17.7% |
| 1Y | +17.2% | -4.1% | +21.2% | +20.1% |
| All | +17.2% | -3.0% | +20.2% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling