+141.9%
WMB vs MKSI
+190.8%
-48.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.6% |
| 7D | -1.0% | +2.7% | -3.7% | -1.3% |
| 30D | -0.4% | -12.8% | +12.4% | +0.6% |
| 3M | +3.2% | -22.5% | +25.7% | +4.7% |
| 6M | +0.1% | +19.4% | -19.3% | -3.1% |
| YTD | +23.9% | +67.7% | -43.9% | +15.6% |
| 1Y | +27.6% | +131.4% | -103.8% | +14.5% |
| 3Y | +141.9% | +197.3% | -55.4% | +100.8% |
| All | +141.9% | +190.8% | -48.9% | +100.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling