+2,538.2%
MUU vs WMB
+61.8%
+2,476.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -5.4% |
| 7D | +13.9% | +0.8% | +13.1% | +12.8% |
| 30D | +24.8% | +7.7% | +17.1% | +13.2% |
| 3M | -15.7% | +6.7% | -22.4% | -21.8% |
| 6M | +338.9% | +3.6% | +335.2% | +300.5% |
| YTD | +563.2% | +28.0% | +535.2% | +346.1% |
| 1Y | +2,577.5% | +37.6% | +2,539.9% | +1,444.5% |
| All | +2,538.2% | +61.8% | +2,476.5% | +1,058.8% |
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