+15.1%
MMM vs WMB
+14.8%
+0.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | +6.2% | -13.8% | +20.0% | +4.9% |
| 30D | +14.2% | -10.3% | +24.5% | +12.9% |
| 3M | +2.9% | -10.1% | +13.0% | +1.9% |
| 6M | +27.6% | -11.8% | +39.4% | +25.6% |
| YTD | +17.3% | +8.9% | +8.3% | +16.8% |
| 1Y | +15.1% | +14.0% | +1.1% | +15.1% |
| All | +15.1% | +14.8% | +0.3% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling