+2,683.6%
MUU vs WMB
+60.3%
+2,623.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.5% |
| 7D | +15.0% | 0.0% | +15.0% | +14.8% |
| 30D | +36.8% | +4.6% | +32.2% | +28.4% |
| 3M | -8.5% | +5.7% | -14.3% | -14.3% |
| 6M | +320.7% | +4.2% | +316.5% | +280.1% |
| YTD | +599.7% | +26.8% | +572.8% | +374.9% |
| 1Y | +2,569.2% | +34.7% | +2,534.5% | +1,486.7% |
| All | +2,683.6% | +60.3% | +2,623.2% | +1,133.6% |
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