+272.8%
WMB vs SEI
+605.9%
-333.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | +7.8% | +10.5% | -2.6% | +5.7% |
| 30D | -5.1% | -8.0% | +2.9% | -4.4% |
| 3M | -4.7% | +6.7% | -11.5% | -7.7% |
| 6M | -7.4% | -17.0% | +9.6% | -7.4% |
| YTD | +17.5% | +39.7% | -22.2% | +3.3% |
| 1Y | +19.5% | +43.2% | -23.7% | +3.7% |
| 3Y | +121.3% | +676.3% | -555.1% | +9.4% |
| 5Y | +200.5% | +891.0% | -690.5% | +28.7% |
| All | +272.8% | +605.9% | -333.1% | +51.1% |
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