+19.9%
MA vs WMB
+16.3%
+3.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.1% | +0.7% |
| 7D | +1.8% | -6.9% | +8.7% | +0.7% |
| 30D | +11.8% | -7.2% | +19.0% | +10.6% |
| 3M | +17.2% | -5.4% | +22.6% | +16.2% |
| 6M | +33.4% | -4.9% | +38.3% | +32.6% |
| YTD | +16.1% | +14.7% | +1.5% | +18.9% |
| 1Y | +19.9% | +14.7% | +5.2% | +22.7% |
| All | +19.9% | +16.3% | +3.6% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling