+23.7%
WMB vs SE
-48.0%
+71.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.5% | -10.8% | -6.0% |
| 7D | -8.6% | +6.7% | -15.3% | -8.1% |
| 30D | -4.2% | -17.2% | +13.0% | -5.4% |
| 3M | -4.4% | -28.0% | +23.6% | -6.4% |
| 6M | -8.7% | -6.1% | -2.6% | -9.2% |
| YTD | +15.4% | -37.1% | +52.5% | +14.8% |
| 1Y | +23.7% | -48.8% | +72.5% | +22.9% |
| All | +23.7% | -48.0% | +71.8% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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