+297.3%
WMB vs SEI
+507.3%
-210.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.5% |
| 7D | +0.6% | +10.2% | -9.7% | -1.4% |
| 30D | +3.3% | -1.0% | +4.3% | +3.1% |
| 3M | +3.1% | -27.9% | +31.1% | +7.8% |
| 6M | -0.7% | +10.4% | -11.1% | -5.9% |
| YTD | +25.2% | +20.1% | +5.0% | +15.1% |
| 1Y | +32.9% | +109.7% | -76.9% | +5.4% |
| 3Y | +140.6% | +458.6% | -318.1% | +30.5% |
| 5Y | +273.5% | +775.3% | -501.8% | +65.2% |
| All | +297.3% | +507.3% | -210.0% | +68.4% |
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