+267.3%
MP vs WMB
+387.9%
-120.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | -0.4% |
| 7D | +2.3% | +1.6% | +0.7% | +1.5% |
| 30D | -15.3% | -7.1% | -8.2% | -12.0% |
| 3M | -33.5% | -4.0% | -29.5% | -32.4% |
| 6M | -45.5% | -5.7% | -39.8% | -44.6% |
| YTD | -27.3% | +17.2% | -44.5% | -35.2% |
| 1Y | -40.7% | +17.2% | -57.9% | -47.3% |
| 3Y | +145.9% | +121.1% | +24.8% | +42.6% |
| 5Y | -13.9% | +197.2% | -211.1% | -57.0% |
| All | +267.3% | +387.9% | -120.6% | +62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling