+23.7%
WMB vs MKSI
+40.1%
-16.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.0% | -1.4% | -6.0% |
| 7D | -8.6% | -10.7% | +2.0% | -7.9% |
| 30D | -4.2% | -30.5% | +26.3% | -2.3% |
| 3M | -4.4% | -39.2% | +34.8% | -2.1% |
| 6M | -8.7% | -33.0% | +24.3% | -7.5% |
| YTD | +15.4% | +22.3% | -6.9% | +12.9% |
| 1Y | +23.7% | +42.7% | -18.9% | +19.6% |
| All | +23.7% | +40.1% | -16.4% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling