+96.6%
MPC vs WMB
+14.8%
+81.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -16.2% | -13.8% | -2.4% | -10.5% |
| 30D | -15.7% | -10.3% | -5.4% | -11.6% |
| 3M | +24.9% | -10.1% | +35.0% | +30.5% |
| 6M | +52.7% | -11.8% | +64.5% | +59.7% |
| YTD | +131.9% | +8.9% | +122.9% | +119.4% |
| 1Y | +96.6% | +14.0% | +82.7% | +82.1% |
| All | +96.6% | +14.8% | +81.8% | +82.1% |
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 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