+5,975.2%
MU vs WMB
+319.8%
+5,655.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.0% |
| 7D | +9.0% | +0.6% | +8.4% | +8.7% |
| 30D | +13.8% | +3.3% | +10.6% | +11.8% |
| 3M | +2.1% | +3.1% | -1.0% | +0.5% |
| 6M | +153.8% | -0.7% | +154.5% | +151.8% |
| YTD | +256.4% | +25.2% | +231.2% | +216.9% |
| 1Y | +719.8% | +32.9% | +686.9% | +605.9% |
| 3Y | +1,360.4% | +140.6% | +1,219.8% | +862.8% |
| 5Y | +1,312.4% | +273.5% | +1,039.0% | +645.1% |
| All | +5,975.2% | +319.8% | +5,655.4% | +2,881.6% |
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