+20.6%
WMB vs MDLN
+14.2%
+6.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.2% | +5.9% | +0.3% |
| 7D | +8.1% | +0.6% | +7.5% | +8.2% |
| 30D | -6.9% | +12.0% | -18.9% | -5.0% |
| 3M | -5.1% | +12.6% | -17.7% | -3.1% |
| 6M | -5.7% | +3.7% | -9.4% | -3.9% |
| YTD | +18.1% | -4.8% | +22.9% | +20.6% |
| All | +20.6% | +14.2% | +6.4% | +23.3% |
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