+1,272.2%
MUU vs WMB
+48.5%
+1,223.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.6% |
| 7D | +24.7% | +7.8% | +16.9% | +14.8% |
| 30D | -35.1% | -5.1% | -30.0% | -28.9% |
| 3M | -44.3% | -4.7% | -39.5% | -40.2% |
| 6M | -44.4% | -7.4% | -37.0% | -39.6% |
| YTD | +244.9% | +17.5% | +227.5% | +162.8% |
| 1Y | +365.6% | +19.5% | +346.1% | +240.6% |
| All | +1,272.2% | +48.5% | +1,223.7% | +582.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling