+2,556.9%
WMB vs MDY
+2,662.7%
-105.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +0.6% | +0.1% | +0.4% | +0.4% |
| 30D | +3.3% | -1.5% | +4.7% | +4.7% |
| 3M | +3.1% | +0.8% | +2.4% | +1.8% |
| 6M | -0.7% | +7.4% | -8.1% | -9.1% |
| YTD | +25.2% | +15.2% | +10.0% | +6.0% |
| 1Y | +32.9% | +16.5% | +16.3% | +10.6% |
| 3Y | +140.6% | +46.8% | +93.8% | +50.9% |
| 5Y | +273.5% | +46.0% | +227.4% | +125.6% |
| 10Y | +334.2% | +172.1% | +162.1% | +27.9% |
| All | +2,556.9% | +2,662.7% | -105.7% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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