+198.9%
WMB vs SW
-0.1%
+199.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.1% | -10.4% | -6.5% |
| 7D | -8.6% | +12.1% | -20.7% | -9.1% |
| 30D | -4.2% | +6.6% | -10.7% | -4.5% |
| 3M | -4.4% | -6.0% | +1.6% | -4.2% |
| 6M | -8.7% | +21.5% | -30.2% | -10.0% |
| YTD | +15.4% | +20.3% | -5.0% | +13.5% |
| 1Y | +23.7% | +28.1% | -4.4% | +21.1% |
| 3Y | +110.4% | +51.6% | +58.8% | +103.6% |
| 5Y | +198.9% | -0.1% | +199.1% | +184.5% |
| All | +198.9% | -0.1% | +199.1% | +184.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling