+5,039.4%
WMB vs SYY
+4,321.8%
+717.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.8% |
| 1Y | +19.5% | +5.7% | +13.8% | +13.6% |
| 3Y | +121.3% | +24.6% | +96.7% | +91.7% |
| 5Y | +200.5% | +15.6% | +184.9% | +163.3% |
| 10Y | +281.9% | +87.9% | +193.9% | +150.0% |
| All | +5,039.4% | +4,321.8% | +717.6% | +1,136.5% |
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