-43.2%
MP vs WMB
+16.3%
-59.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.9% | -3.8% |
| 7D | -3.6% | -6.9% | +3.3% | -2.4% |
| 30D | -21.0% | -7.2% | -13.8% | -19.8% |
| 3M | -33.3% | -5.4% | -27.9% | -32.3% |
| 6M | -45.9% | -4.9% | -41.1% | -46.3% |
| YTD | -27.8% | +14.7% | -42.5% | -33.6% |
| 1Y | -43.2% | +14.7% | -57.9% | -47.5% |
| All | -43.2% | +16.3% | -59.5% | -47.5% |
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