+38.7%
MDT vs WMB
-3.3%
+41.9%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | +0.2% |
| 7D | -3.2% | +1.6% | -4.8% | -3.1% |
| 30D | +10.5% | -7.1% | +17.6% | +10.3% |
| 3M | +13.0% | -4.0% | +17.0% | +12.1% |
| 6M | +38.7% | -5.7% | +44.4% | +37.4% |
| All | +38.7% | -3.3% | +41.9% | +37.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling