+73.8%
WMB vs MSTU
-85.2%
+159.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +0.2% |
| 7D | +0.6% | +21.3% | -20.8% | +0.1% |
| 30D | +3.3% | +90.8% | -87.6% | +1.7% |
| 3M | +3.1% | -6.8% | +9.9% | +3.1% |
| 6M | -0.7% | -39.8% | +39.1% | 0.0% |
| YTD | +25.2% | -55.7% | +80.8% | +26.2% |
| 1Y | +32.9% | -92.7% | +125.5% | +42.6% |
| All | +73.8% | -85.2% | +159.0% | +80.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling