+29.9%
MCHP vs WMB
+22.7%
+7.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.4% | +3.1% | -2.2% |
| 7D | -5.4% | -8.6% | +3.2% | -4.0% |
| 30D | -7.5% | -4.2% | -3.4% | -6.7% |
| 3M | -6.0% | -4.4% | -1.6% | -5.2% |
| 6M | -20.1% | -8.7% | -11.4% | -19.6% |
| YTD | +20.2% | +15.4% | +4.9% | +21.2% |
| 1Y | +29.9% | +23.7% | +6.2% | +28.5% |
| All | +29.9% | +22.7% | +7.3% | +28.5% |
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 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