+180.2%
WMB vs MLM
+30.6%
+149.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.2% | -0.2% | -4.3% |
| 7D | -14.2% | -1.2% | -13.0% | -14.0% |
| 30D | -11.2% | +7.9% | -19.2% | -12.7% |
| 3M | -9.9% | -4.5% | -5.4% | -9.2% |
| 6M | -14.4% | -12.6% | -1.7% | -12.2% |
| YTD | +9.2% | -14.9% | +24.1% | +12.0% |
| 1Y | +15.1% | -13.1% | +28.1% | +17.2% |
| 3Y | +99.2% | +21.2% | +78.0% | +80.8% |
| 5Y | +180.2% | +32.0% | +148.2% | +138.3% |
| All | +180.2% | +30.6% | +149.6% | +138.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling