+279.6%
WMB vs SE
+358.6%
-79.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.7% |
| 7D | +8.1% | -1.5% | +9.5% | +8.2% |
| 30D | -6.9% | -22.3% | +15.4% | -5.0% |
| 3M | -5.1% | -41.8% | +36.7% | -0.8% |
| 6M | -5.7% | -22.4% | +16.7% | -4.4% |
| YTD | +18.1% | -41.6% | +59.6% | +22.3% |
| 1Y | +18.4% | -48.0% | +66.4% | +23.9% |
| 3Y | +122.7% | +63.9% | +58.9% | +106.2% |
| 5Y | +202.0% | -78.2% | +280.2% | +228.7% |
| All | +279.6% | +358.6% | -79.0% | +156.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling