+5,376.0%
WMB vs SYY
+4,458.5%
+917.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.7% |
| 7D | +0.6% | -2.3% | +2.9% | +1.6% |
| 30D | +3.3% | -4.9% | +8.2% | +5.5% |
| 3M | +3.1% | +8.4% | -5.2% | -0.8% |
| 6M | -0.7% | -7.4% | +6.6% | +1.4% |
| YTD | +25.2% | +11.0% | +14.2% | +17.5% |
| 1Y | +32.9% | -0.2% | +33.1% | +30.5% |
| 3Y | +140.6% | +23.8% | +116.8% | +110.5% |
| 5Y | +273.5% | +18.1% | +255.3% | +226.4% |
| 10Y | +334.2% | +94.6% | +239.6% | +181.7% |
| All | +5,376.0% | +4,458.5% | +917.5% | +1,211.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling