-30.8%
MSTR vs WMB
-13.3%
-17.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.3% | -4.0% | -11.8% |
| 7D | -8.7% | -14.2% | +5.5% | -16.2% |
| 30D | -21.4% | -11.2% | -10.2% | -26.1% |
| 3M | +31.4% | -9.9% | +41.3% | +24.8% |
| 6M | -30.8% | -14.4% | -16.5% | -37.5% |
| All | -30.8% | -13.3% | -17.5% | -37.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling