+313.2%
WMB vs SYY
+102.5%
+210.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.8% |
| 7D | 0.0% | -0.2% | +0.2% | +0.1% |
| 30D | +4.6% | -2.7% | +7.3% | +5.8% |
| 3M | +5.7% | +5.9% | -0.1% | +2.8% |
| 6M | +4.2% | -2.3% | +6.5% | +4.0% |
| YTD | +26.8% | +13.1% | +13.8% | +18.0% |
| 1Y | +34.7% | +3.8% | +30.9% | +30.0% |
| 3Y | +146.8% | +26.7% | +120.1% | +112.5% |
| 5Y | +285.0% | +19.4% | +265.6% | +232.2% |
| 10Y | +313.2% | +112.0% | +201.2% | +155.2% |
| All | +313.2% | +102.5% | +210.7% | +155.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling