+564.7%
WMB vs MKSI
+2,161.7%
-1,597.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.1% | -0.9% |
| 7D | +0.6% | +1.8% | -1.2% | +0.1% |
| 30D | +3.3% | -16.8% | +20.0% | +7.6% |
| 3M | +3.1% | -21.1% | +24.2% | +6.6% |
| 6M | -0.7% | +10.8% | -11.6% | -6.7% |
| YTD | +25.2% | +63.3% | -38.2% | +5.8% |
| 1Y | +32.9% | +157.0% | -124.1% | -1.5% |
| 3Y | +140.6% | +163.7% | -23.2% | +64.1% |
| 5Y | +273.5% | +82.0% | +191.5% | +166.6% |
| 10Y | +334.2% | +467.2% | -133.0% | +106.2% |
| All | +564.7% | +2,161.7% | -1,597.1% | +95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling