+197.2%
WMB vs MKC
-35.7%
+232.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.1% |
| 7D | +1.6% | -7.0% | +8.6% | +2.4% |
| 30D | -7.1% | +4.1% | -11.2% | -7.8% |
| 3M | -4.0% | -10.3% | +6.3% | -2.7% |
| 6M | -5.7% | +1.7% | -7.4% | -6.5% |
| YTD | +17.2% | -29.1% | +46.3% | +22.8% |
| 1Y | +17.2% | -26.0% | +43.2% | +21.8% |
| 3Y | +121.1% | -21.5% | +142.5% | +123.3% |
| 5Y | +197.2% | -35.0% | +232.2% | +216.9% |
| All | +197.2% | -35.7% | +232.9% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 5y: compounded portfolio wealth divided by compounded MKC 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…
5y analysis · Full analysis span regression · 6 months rolling