+26.6%
WMB vs MKSI
+137.7%
-111.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -3.0% |
| 7D | -1.7% | +4.9% | -6.5% | -1.9% |
| 30D | +0.7% | -11.0% | +11.7% | +1.2% |
| 3M | +1.5% | -17.1% | +18.6% | +1.8% |
| 6M | +0.1% | +16.4% | -16.4% | -2.0% |
| YTD | +22.9% | +64.3% | -41.4% | +18.3% |
| All | +26.6% | +137.7% | -111.1% | +21.1% |
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