+3,073.8%
WMB vs MLM
+3,039.4%
+34.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.2% | -0.2% | -3.1% |
| 7D | -14.2% | -1.2% | -13.0% | -13.9% |
| 30D | -11.2% | +7.9% | -19.2% | -14.5% |
| 3M | -9.9% | -4.5% | -5.4% | -8.7% |
| 6M | -14.4% | -12.6% | -1.7% | -10.8% |
| YTD | +9.2% | -14.9% | +24.1% | +14.0% |
| 1Y | +15.1% | -13.1% | +28.1% | +18.8% |
| 3Y | +99.2% | +21.2% | +78.0% | +73.1% |
| 5Y | +180.2% | +32.0% | +148.2% | +126.8% |
| 10Y | +273.7% | +195.3% | +78.4% | +95.2% |
| All | +3,073.8% | +3,039.4% | +34.4% | +646.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling