-15.1%
MP vs WMB
+178.0%
-193.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.1% |
| 7D | -10.5% | -13.8% | +3.3% | -2.2% |
| 30D | -23.5% | -10.3% | -13.2% | -18.6% |
| 3M | -25.4% | -10.1% | -15.4% | -21.1% |
| 6M | -51.3% | -11.8% | -39.4% | -48.4% |
| YTD | -29.9% | +8.9% | -38.9% | -36.4% |
| 1Y | -31.8% | +14.0% | -45.8% | -40.0% |
| 3Y | +127.0% | +100.5% | +26.5% | +16.9% |
| All | -15.1% | +178.0% | -193.0% | -69.7% |
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