+264.0%
WMB vs SEI
+584.5%
-320.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | -6.9% | -10.8% | +3.9% | -5.2% |
| 30D | -7.2% | -19.0% | +11.8% | -4.2% |
| 3M | -5.4% | +5.8% | -11.2% | -8.2% |
| 6M | -4.9% | -14.9% | +10.0% | -5.4% |
| YTD | +14.7% | +35.4% | -20.7% | +1.5% |
| 1Y | +14.7% | +23.9% | -9.2% | +2.6% |
| 3Y | +116.4% | +661.3% | -544.9% | +7.3% |
| 5Y | +198.5% | +822.2% | -623.7% | +30.2% |
| All | +264.0% | +584.5% | -320.4% | +48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling