+295.4%
WMB vs MKSI
+511.3%
-216.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.7% |
| 7D | -1.7% | +4.9% | -6.5% | -2.5% |
| 30D | +0.7% | -11.0% | +11.7% | +2.7% |
| 3M | +1.5% | -17.1% | +18.6% | +3.3% |
| 6M | +0.1% | +16.4% | -16.4% | -5.6% |
| YTD | +22.9% | +64.3% | -41.4% | +7.3% |
| 1Y | +27.9% | +137.7% | -109.9% | +2.2% |
| 3Y | +139.1% | +189.1% | -50.0% | +71.0% |
| 5Y | +270.9% | +83.1% | +187.8% | +184.0% |
| All | +295.4% | +511.3% | -216.0% | +113.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling