+281.4%
WMB vs SYY
+88.7%
+192.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | +7.8% | +0.3% | +7.5% | +7.7% |
| 30D | -5.1% | -4.8% | -0.3% | -3.7% |
| 3M | -4.7% | -7.1% | +2.3% | -2.5% |
| 6M | -7.4% | +6.8% | -14.2% | -11.1% |
| YTD | +17.5% | +7.7% | +9.8% | +10.7% |
| 1Y | +19.5% | +5.7% | +13.8% | +13.4% |
| 3Y | +121.3% | +24.6% | +96.7% | +90.2% |
| 5Y | +200.5% | +15.6% | +184.9% | +160.6% |
| All | +281.4% | +88.7% | +192.6% | +151.2% |
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