+1,362.4%
MU vs WMB
+140.5%
+1,222.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +11.7% |
| 3M | +2.1% | +3.1% | -1.0% | +0.5% |
| 6M | +153.8% | -0.7% | +154.5% | +151.5% |
| YTD | +256.4% | +25.2% | +231.2% | +208.3% |
| 1Y | +719.8% | +32.9% | +686.9% | +576.0% |
| All | +1,362.4% | +140.5% | +1,222.0% | +955.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling