+5,376.0%
WMB vs MKC
+3,376.8%
+1,999.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | +0.6% | -5.9% | +6.4% | +2.3% |
| 30D | +3.3% | -0.9% | +4.1% | +3.4% |
| 3M | +3.1% | +12.7% | -9.6% | -0.7% |
| 6M | -0.7% | -19.3% | +18.6% | +4.6% |
| YTD | +25.2% | -22.2% | +47.3% | +32.7% |
| 1Y | +32.9% | -23.3% | +56.2% | +41.1% |
| 3Y | +140.6% | -30.0% | +170.6% | +158.0% |
| 5Y | +273.5% | -33.8% | +307.2% | +302.0% |
| 10Y | +334.2% | +24.4% | +309.8% | +271.3% |
| All | +5,376.0% | +3,376.8% | +1,999.3% | +2,242.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling