+504.3%
MUU vs WMB
+22.7%
+481.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -6.4% | -7.6% | -11.2% |
| 7D | -35.9% | -8.6% | -27.2% | -33.2% |
| 30D | -47.1% | -4.2% | -43.0% | -45.4% |
| 3M | -29.8% | -4.4% | -25.4% | -27.6% |
| 6M | +16.0% | -8.7% | +24.7% | +19.7% |
| YTD | +286.1% | +15.4% | +270.7% | +255.9% |
| 1Y | +504.3% | +23.7% | +480.6% | +335.4% |
| All | +504.3% | +22.7% | +481.6% | +335.4% |
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