+322.9%
WMB vs SW
+147.8%
+175.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | 0.0% |
| 7D | +0.6% | -5.1% | +5.7% | +0.9% |
| 30D | +3.3% | -4.6% | +7.8% | +3.5% |
| 3M | +3.1% | +9.4% | -6.3% | +2.2% |
| 6M | -0.7% | +3.5% | -4.2% | -1.4% |
| YTD | +25.2% | +22.0% | +3.1% | +22.5% |
| 1Y | +32.9% | +2.2% | +30.7% | +31.7% |
| 3Y | +140.6% | +19.6% | +121.0% | +133.1% |
| 5Y | +273.5% | -2.3% | +275.8% | +260.6% |
| All | +322.9% | +147.8% | +175.1% | +270.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling