+285.3%
WMB vs SEI
+924.7%
-639.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +16.3% | -14.0% | +0.1% |
| 7D | +0.8% | +28.8% | -28.1% | -2.8% |
| 30D | +7.7% | +10.4% | -2.6% | +5.9% |
| 3M | +6.7% | -11.4% | +18.1% | +7.0% |
| 6M | +3.6% | +31.2% | -27.5% | -2.6% |
| YTD | +28.0% | +39.7% | -11.7% | +18.2% |
| 1Y | +37.6% | +149.0% | -111.4% | +13.7% |
| 3Y | +149.0% | +560.2% | -411.2% | +55.4% |
| 5Y | +285.3% | +955.7% | -670.4% | +101.2% |
| All | +285.3% | +924.7% | -639.4% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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