+265.1%
MU vs WMB
+22.7%
+242.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.4% | -0.6% | -5.6% |
| 7D | -19.1% | -8.6% | -10.5% | -17.5% |
| 30D | -25.2% | -4.2% | -21.1% | -24.1% |
| 3M | -10.9% | -4.4% | -6.5% | -9.6% |
| 6M | +38.0% | -8.7% | +46.7% | +39.9% |
| YTD | +178.8% | +15.4% | +163.5% | +166.0% |
| 1Y | +265.1% | +23.7% | +241.4% | +207.9% |
| All | +265.1% | +22.7% | +242.5% | +207.9% |
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