+27.9%
WMB vs MDLN
+4.5%
+23.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.6% | +3.7% | -3.1% | +0.7% |
| 30D | +3.3% | -0.2% | +3.5% | +3.3% |
| 3M | +3.1% | +6.2% | -3.1% | +2.8% |
| 6M | -0.7% | -14.7% | +14.0% | -0.4% |
| YTD | +25.2% | -12.9% | +38.0% | +25.5% |
| All | +27.9% | +4.5% | +23.3% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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