+29.4%
MMM vs WMB
+275.1%
-245.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -3.3% | +0.6% | -3.9% | -3.5% |
| 30D | -7.0% | +3.3% | -10.3% | -8.0% |
| 3M | +10.8% | +3.1% | +7.7% | +9.3% |
| 6M | +5.8% | -0.7% | +6.5% | +5.3% |
| YTD | +6.8% | +25.2% | -18.4% | -2.1% |
| 1Y | +10.4% | +32.9% | -22.5% | -1.5% |
| 3Y | +104.7% | +140.6% | -35.9% | +44.6% |
| All | +29.4% | +275.1% | -245.7% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling