+1,014.6%
MU vs WMB
+204.0%
+810.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.2% | +9.7% | +10.9% |
| 7D | +2.0% | +1.6% | +0.5% | +1.8% |
| 30D | -18.0% | -7.1% | -10.9% | -14.9% |
| 3M | -6.6% | -4.0% | -2.6% | -4.9% |
| 6M | +2.0% | -5.7% | +7.8% | +4.1% |
| YTD | +184.5% | +17.2% | +167.3% | +160.4% |
| 1Y | +236.9% | +17.2% | +219.7% | +207.6% |
| 3Y | +987.0% | +121.1% | +865.9% | +686.8% |
| 5Y | +1,014.6% | +197.2% | +817.4% | +641.7% |
| All | +1,014.6% | +204.0% | +810.6% | +641.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling