+35,479.1%
MCHP vs WMB
+3,698.3%
+31,780.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +2.5% |
| 7D | -17.5% | +1.6% | -19.1% | -17.7% |
| 30D | -15.8% | -7.1% | -8.8% | -14.5% |
| 3M | -22.9% | -4.0% | -18.9% | -22.2% |
| 6M | -36.6% | -5.7% | -30.8% | -35.9% |
| YTD | -0.8% | +17.2% | -18.0% | -4.3% |
| 1Y | +16.5% | +17.2% | -0.7% | +12.4% |
| 3Y | -13.6% | +121.1% | -134.7% | -26.9% |
| 5Y | -17.0% | +197.2% | -214.2% | -33.9% |
| 10Y | +137.7% | +280.9% | -143.2% | +76.1% |
| All | +35,479.1% | +3,698.3% | +31,780.8% | +13,475.5% |
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