-34.6%
MP vs WMB
+22.7%
-57.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.4% | +1.3% | -3.4% |
| 7D | -12.5% | -8.6% | -3.9% | -10.5% |
| 30D | -23.3% | -4.2% | -19.2% | -22.3% |
| 3M | -24.4% | -4.4% | -19.9% | -23.2% |
| 6M | -45.8% | -8.7% | -37.1% | -44.9% |
| YTD | -28.9% | +15.4% | -44.3% | -39.1% |
| 1Y | -34.6% | +23.7% | -58.3% | -47.1% |
| All | -34.6% | +22.7% | -57.3% | -47.1% |
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