+3,105.3%
WMB vs SUI
+4,171.7%
-1,066.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -5.6% |
| 7D | -14.2% | +8.8% | -23.0% | -17.7% |
| 30D | -11.2% | +8.9% | -20.2% | -15.2% |
| 3M | -9.9% | +2.0% | -11.9% | -11.5% |
| 6M | -14.4% | -0.6% | -13.7% | -15.2% |
| YTD | +9.2% | +1.3% | +7.9% | +6.8% |
| 1Y | +15.1% | +1.3% | +13.8% | +12.6% |
| 3Y | +99.2% | +16.3% | +82.9% | +77.7% |
| 5Y | +180.2% | -25.1% | +205.3% | +198.6% |
| 10Y | +273.7% | +121.1% | +152.7% | +125.2% |
| All | +3,105.3% | +4,171.7% | -1,066.4% | +553.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling