+29.6%
WMB vs MDLN
-2.7%
+32.3%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -1.0% |
| 7D | 0.0% | -6.2% | +6.2% | -0.3% |
| 30D | +4.6% | +0.7% | +3.9% | +4.6% |
| 3M | +5.7% | -5.4% | +11.2% | +5.2% |
| 6M | +4.2% | -21.6% | +25.8% | +4.1% |
| YTD | +26.8% | -18.9% | +45.8% | +26.8% |
| All | +29.6% | -2.7% | +32.3% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling