+285.0%
WMB vs MKSI
+90.4%
+194.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.0% |
| 7D | 0.0% | +6.6% | -6.6% | -0.7% |
| 30D | +4.6% | -8.2% | +12.8% | +5.5% |
| 3M | +5.7% | -16.4% | +22.2% | +6.8% |
| 6M | +4.2% | +23.0% | -18.8% | -0.1% |
| YTD | +26.8% | +68.2% | -41.3% | +16.5% |
| 1Y | +34.7% | +148.6% | -113.9% | +16.7% |
| 3Y | +146.8% | +196.0% | -49.2% | +99.8% |
| 5Y | +285.0% | +87.4% | +197.6% | +220.8% |
| All | +285.0% | +90.4% | +194.6% | +220.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling