+283.3%
WMB vs MLM
+140.0%
+143.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.2% |
| 7D | +8.1% | -2.0% | +10.1% | +8.9% |
| 30D | -6.9% | +9.5% | -16.4% | -10.4% |
| 3M | -5.1% | -4.7% | -0.4% | -3.8% |
| 6M | -5.7% | -10.7% | +5.0% | -2.9% |
| YTD | +18.1% | -16.6% | +34.6% | +23.7% |
| 1Y | +18.4% | -15.4% | +33.8% | +23.2% |
| 3Y | +122.7% | +15.9% | +106.8% | +97.3% |
| 5Y | +202.0% | +27.1% | +174.9% | +149.0% |
| All | +283.3% | +140.0% | +143.3% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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