+2,981.5%
MUU vs WMB
+31.9%
+2,949.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.6% |
| 7D | +17.4% | +0.6% | +16.8% | +17.2% |
| 30D | +24.0% | +3.3% | +20.7% | +22.4% |
| 3M | -23.9% | +3.1% | -27.0% | -23.4% |
| 6M | +284.4% | -0.7% | +285.1% | +282.2% |
| YTD | +583.7% | +25.2% | +558.6% | +505.0% |
| 1Y | +2,981.5% | +32.9% | +2,948.6% | +2,487.7% |
| All | +2,981.5% | +31.9% | +2,949.6% | +2,487.7% |
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