+6,511.4%
MCD vs WMB
+4,818.6%
+1,692.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.3% | +4.5% | -0.2% |
| 7D | +8.0% | -14.2% | +22.2% | +9.6% |
| 30D | +19.6% | -11.2% | +30.9% | +20.9% |
| 3M | +2.2% | -9.9% | +12.1% | +3.1% |
| 6M | -1.1% | -14.4% | +13.2% | +0.1% |
| YTD | -7.2% | +9.2% | -16.5% | -8.5% |
| 1Y | -6.7% | +15.1% | -21.8% | -8.5% |
| 3Y | +11.6% | +99.2% | -87.6% | +2.8% |
| 5Y | +22.6% | +180.2% | -157.6% | +8.6% |
| 10Y | +218.4% | +273.7% | -55.3% | +167.2% |
| All | +6,511.4% | +4,818.6% | +1,692.8% | +2,932.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling