+189.8%
MU vs WMB
+14.6%
+175.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.7% | +2.6% | +4.9% |
| 7D | -12.0% | -6.7% | -5.4% | -10.2% |
| 30D | -28.7% | -8.6% | -20.2% | -26.8% |
| 3M | -16.4% | -4.9% | -11.5% | -14.6% |
| 6M | -1.8% | -6.3% | +4.5% | -0.4% |
| YTD | +157.1% | +13.0% | +144.1% | +154.5% |
| All | +189.8% | +14.6% | +175.2% | +186.7% |
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