+35,221.4%
MCHP vs WMB
+3,707.7%
+31,513.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +5.7% | +7.8% | -2.1% | +4.1% |
| 30D | -13.4% | -5.1% | -8.3% | -12.4% |
| 3M | -20.1% | -4.7% | -15.4% | -19.3% |
| 6M | -35.5% | -7.4% | -28.1% | -34.6% |
| YTD | -1.6% | +17.5% | -19.0% | -5.1% |
| 1Y | +15.5% | +19.5% | -4.0% | +11.0% |
| 3Y | -13.2% | +121.3% | -134.5% | -26.6% |
| 5Y | -17.5% | +200.5% | -218.0% | -34.4% |
| 10Y | +136.0% | +281.9% | -145.9% | +74.7% |
| All | +35,221.4% | +3,707.7% | +31,513.7% | +13,370.4% |
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