+116.4%
WMB vs SYY
+25.9%
+90.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | -6.9% | +4.7% | -11.7% | -7.4% |
| 30D | -7.2% | -0.7% | -6.5% | -7.3% |
| 3M | -5.4% | -6.8% | +1.4% | -4.7% |
| 6M | -4.9% | +8.6% | -13.5% | -6.6% |
| YTD | +14.7% | +8.4% | +6.3% | +12.0% |
| 1Y | +14.7% | +7.1% | +7.6% | +12.3% |
| 3Y | +116.4% | +25.2% | +91.2% | +103.1% |
| All | +116.4% | +25.9% | +90.5% | +103.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling