+53.8%
MMM vs WMB
+309.4%
-255.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.3% |
| 7D | -1.6% | +0.8% | -2.4% | -1.8% |
| 30D | -8.0% | +7.7% | -15.7% | -10.1% |
| 3M | +9.4% | +6.7% | +2.7% | +6.9% |
| 6M | +10.2% | +3.6% | +6.6% | +8.4% |
| YTD | +6.1% | +28.0% | -21.9% | -2.3% |
| 1Y | +10.8% | +37.6% | -26.8% | -0.6% |
| 3Y | +104.8% | +149.0% | -44.2% | +52.2% |
| 5Y | +27.0% | +285.3% | -258.3% | -17.6% |
| 10Y | +53.8% | +302.1% | -248.3% | -4.4% |
| All | +53.8% | +309.4% | -255.7% | -4.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling