+8,693.3%
MDT vs WMB
+5,176.1%
+3,517.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | -0.2% |
| 7D | -3.2% | +1.6% | -4.8% | -3.4% |
| 30D | +10.5% | -7.1% | +17.6% | +11.3% |
| 3M | +13.0% | -4.0% | +17.0% | +13.2% |
| 6M | +38.7% | -5.7% | +44.4% | +39.2% |
| YTD | +8.5% | +17.2% | -8.7% | +5.8% |
| 1Y | +10.0% | +17.2% | -7.2% | +7.3% |
| 3Y | +58.6% | +121.1% | -62.4% | +42.0% |
| 5Y | -0.3% | +197.2% | -197.5% | -14.3% |
| 10Y | +61.3% | +280.9% | -219.7% | +31.2% |
| All | +8,693.3% | +5,176.1% | +3,517.3% | +3,934.2% |
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