+100.5%
WMB vs SE
+64.9%
+35.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -13.8% | +2.0% | -15.8% | -13.9% |
| 30D | -10.3% | -20.0% | +9.7% | -9.3% |
| 3M | -10.1% | -31.8% | +21.7% | -8.3% |
| 6M | -11.8% | -15.9% | +4.0% | -11.8% |
| YTD | +8.9% | -40.6% | +49.6% | +12.6% |
| 1Y | +14.0% | -50.7% | +64.6% | +20.2% |
| 3Y | +100.5% | +70.3% | +30.2% | +93.5% |
| All | +100.5% | +64.9% | +35.6% | +93.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling