+42,373.8%
MCHP vs WMB
+3,957.1%
+38,416.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.7% | +0.6% | +1.1% | +1.6% |
| 30D | -4.1% | +3.3% | -7.3% | -4.8% |
| 3M | -22.5% | +3.1% | -25.6% | -23.2% |
| 6M | +7.3% | -0.7% | +8.0% | +7.1% |
| YTD | +18.4% | +25.2% | -6.8% | +12.6% |
| 1Y | +18.1% | +32.9% | -14.7% | +10.9% |
| 3Y | -2.8% | +140.6% | -143.3% | -19.3% |
| 5Y | +5.5% | +273.5% | -268.0% | -19.8% |
| 10Y | +185.8% | +334.2% | -148.4% | +106.3% |
| All | +42,373.8% | +3,957.1% | +38,416.7% | +15,878.9% |
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