+259.1%
MP vs WMB
+380.4%
-121.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.4% | +1.3% | -1.7% |
| 7D | -12.5% | -8.6% | -3.9% | -8.3% |
| 30D | -23.3% | -4.2% | -19.2% | -21.7% |
| 3M | -24.4% | -4.4% | -19.9% | -23.0% |
| 6M | -45.8% | -8.7% | -37.1% | -44.0% |
| YTD | -28.9% | +15.4% | -44.3% | -36.2% |
| 1Y | -34.6% | +23.7% | -58.3% | -43.6% |
| 3Y | +118.7% | +110.4% | +8.3% | +30.6% |
| 5Y | -3.1% | +198.9% | -202.0% | -51.6% |
| All | +259.1% | +380.4% | -121.3% | +59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling