+7,983.2%
MDT vs WMB
+5,535.5%
+2,447.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | +3.2% | +0.6% | +2.7% | +3.1% |
| 30D | +9.5% | +3.3% | +6.3% | +9.0% |
| 3M | +16.0% | +3.1% | +12.8% | +15.4% |
| 6M | +0.2% | -0.7% | +0.9% | +0.1% |
| YTD | -0.3% | +25.2% | -25.4% | -3.3% |
| 1Y | +4.7% | +32.9% | -28.1% | +0.7% |
| 3Y | +26.5% | +140.6% | -114.0% | +12.3% |
| 5Y | -18.2% | +273.5% | -291.6% | -31.5% |
| 10Y | +40.0% | +334.2% | -294.2% | +12.4% |
| All | +7,983.2% | +5,535.5% | +2,447.7% | +3,587.2% |
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