+4.4%
MCHP vs WMB
+285.8%
-281.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | +0.3% | 0.0% | +0.4% | +0.3% |
| 30D | -9.8% | +4.6% | -14.3% | -11.6% |
| 3M | -19.7% | +5.7% | -25.4% | -22.0% |
| 6M | +13.6% | +4.2% | +9.4% | +10.6% |
| YTD | +16.5% | +26.8% | -10.3% | +3.6% |
| 1Y | +15.7% | +34.7% | -19.0% | -0.3% |
| 3Y | 0.0% | +146.8% | -146.8% | -36.4% |
| 5Y | +4.4% | +285.0% | -280.6% | -40.6% |
| All | +4.4% | +285.8% | -281.4% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling