+268.8%
WMB vs SE
+372.6%
-103.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.6% |
| 7D | -6.9% | 0.0% | -7.0% | -6.9% |
| 30D | -7.2% | -19.4% | +12.2% | -5.6% |
| 3M | -5.4% | -33.1% | +27.7% | -2.4% |
| 6M | -4.9% | -11.4% | +6.6% | -4.7% |
| YTD | +14.7% | -39.8% | +54.5% | +18.5% |
| 1Y | +14.7% | -50.5% | +65.2% | +20.6% |
| 3Y | +116.4% | +68.9% | +47.5% | +99.8% |
| 5Y | +198.5% | -77.1% | +275.6% | +223.3% |
| All | +268.8% | +372.6% | -103.9% | +148.4% |
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