+1,106.2%
MPC vs WMB
+267.9%
+838.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.7% | +0.9% | +1.9% |
| 7D | -9.4% | -6.7% | -2.8% | -4.7% |
| 30D | -14.3% | -8.6% | -5.8% | -9.1% |
| 3M | +31.1% | -4.9% | +36.0% | +34.9% |
| 6M | +60.3% | -6.3% | +66.6% | +65.2% |
| YTD | +142.5% | +13.0% | +129.5% | +117.3% |
| 1Y | +104.6% | +14.9% | +89.7% | +80.6% |
| 3Y | +191.7% | +113.4% | +78.3% | +53.5% |
| 5Y | +549.2% | +190.2% | +359.1% | +166.7% |
| 10Y | +1,106.2% | +259.9% | +846.4% | +296.0% |
| All | +1,106.2% | +267.9% | +838.3% | +296.0% |
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