+522.1%
WMB vs MSCI
+2,756.4%
-2,234.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | +3.3% | +0.6% | +2.7% | +2.9% |
| 3M | +3.1% | -7.1% | +10.2% | +5.3% |
| 6M | -0.7% | +0.8% | -1.5% | -2.8% |
| YTD | +25.2% | +1.0% | +24.2% | +21.5% |
| 1Y | +32.9% | +4.3% | +28.5% | +26.4% |
| 3Y | +140.6% | +9.9% | +130.6% | +116.6% |
| 5Y | +273.5% | -6.8% | +280.2% | +242.6% |
| 10Y | +334.2% | +614.7% | -280.5% | +36.2% |
| All | +522.1% | +2,756.4% | -2,234.3% | -13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling