+3,005.7%
MPC vs WMB
+496.4%
+2,509.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.3% | +1.4% | -1.2% |
| 7D | -12.8% | -14.2% | +1.4% | -5.6% |
| 30D | -12.7% | -11.2% | -1.5% | -7.5% |
| 3M | +27.1% | -9.9% | +36.9% | +33.4% |
| 6M | +45.8% | -14.4% | +60.1% | +56.5% |
| YTD | +134.7% | +9.2% | +125.5% | +122.2% |
| 1Y | +106.0% | +15.1% | +91.0% | +89.7% |
| 3Y | +165.5% | +99.2% | +66.3% | +81.1% |
| 5Y | +540.9% | +180.2% | +360.7% | +269.3% |
| 10Y | +1,133.6% | +273.7% | +859.9% | +512.7% |
| All | +3,005.7% | +496.4% | +2,509.3% | +682.5% |
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