+17.2%
WMB vs MTB
+20.0%
-2.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.2% |
| 7D | +1.6% | -2.0% | +3.5% | +1.7% |
| 30D | -7.1% | +0.1% | -7.2% | -7.1% |
| 3M | -4.0% | -12.1% | +8.1% | -3.0% |
| 6M | -5.7% | +7.3% | -13.0% | -6.0% |
| YTD | +17.2% | +11.5% | +5.6% | +14.6% |
| 1Y | +17.2% | +21.3% | -4.1% | +12.8% |
| All | +17.2% | +20.0% | -2.8% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling