+17.9%
WMB vs MDLN
+15.3%
+2.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +18.4% | -24.7% | -4.3% |
| 7D | -8.6% | +24.7% | -33.3% | -6.3% |
| 30D | -4.2% | +12.7% | -16.9% | -2.2% |
| 3M | -4.4% | -4.0% | -0.4% | -2.7% |
| 6M | -8.7% | -8.7% | 0.0% | -6.7% |
| YTD | +15.4% | -3.9% | +19.3% | +18.0% |
| All | +17.9% | +15.3% | +2.6% | +20.6% |
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