+1,171.8%
MPC vs WMB
+282.5%
+889.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | +11.2% | +7.8% | +3.4% | +5.4% |
| 30D | -14.5% | -5.1% | -9.4% | -11.6% |
| 3M | +16.7% | -4.7% | +21.4% | +19.8% |
| 6M | +67.6% | -7.4% | +75.0% | +74.5% |
| YTD | +157.9% | +17.5% | +140.5% | +124.7% |
| 1Y | +116.7% | +19.5% | +97.2% | +86.0% |
| 3Y | +199.8% | +121.3% | +78.5% | +53.6% |
| 5Y | +604.4% | +200.5% | +403.9% | +182.1% |
| All | +1,171.8% | +282.5% | +889.3% | +302.1% |
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 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