+63.9%
WMB vs MSTU
-91.8%
+155.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -12.9% | +13.7% | +1.0% |
| 7D | +8.1% | -23.0% | +31.1% | +8.5% |
| 30D | -6.9% | -47.7% | +40.8% | -6.0% |
| 3M | -5.1% | +12.5% | -17.6% | -6.0% |
| 6M | -5.7% | -76.1% | +70.4% | -2.9% |
| YTD | +18.1% | -75.5% | +93.6% | +19.8% |
| 1Y | +18.4% | -90.1% | +108.5% | +24.1% |
| All | +63.9% | -91.8% | +155.7% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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