+1,397.6%
MUU vs WMB
+48.1%
+1,349.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.2% | +2.2% | +22.0% | +21.6% |
| 7D | -2.5% | +1.6% | -4.1% | -1.2% |
| 30D | -39.7% | -7.1% | -32.7% | -32.4% |
| 3M | -27.4% | -4.0% | -23.4% | -22.7% |
| 6M | -38.4% | -5.7% | -32.7% | -34.6% |
| YTD | +276.4% | +17.2% | +259.3% | +187.7% |
| 1Y | +390.7% | +17.2% | +373.5% | +270.3% |
| All | +1,397.6% | +48.1% | +1,349.5% | +647.4% |
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 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