+264.5%
WMB vs MSCI
+789.3%
-524.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.4% |
| 7D | -13.8% | +2.8% | -16.6% | -14.7% |
| 30D | -10.3% | +15.4% | -25.7% | -14.4% |
| 3M | -10.1% | +13.4% | -23.5% | -13.8% |
| 6M | -11.8% | +10.9% | -22.8% | -15.7% |
| YTD | +8.9% | +13.0% | -4.0% | +2.7% |
| 1Y | +14.0% | +12.0% | +1.9% | +7.7% |
| 3Y | +100.5% | +34.1% | +66.4% | +73.2% |
| 5Y | +179.5% | +3.9% | +175.6% | +157.5% |
| All | +264.5% | +789.3% | -524.9% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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