+143.5%
WMB vs MTB
+119.8%
+23.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +0.6% | +1.7% | -1.2% | +0.1% |
| 30D | +3.3% | -4.2% | +7.4% | +4.3% |
| 3M | +3.1% | +8.9% | -5.7% | +0.8% |
| 6M | -0.7% | +10.9% | -11.6% | -3.5% |
| YTD | +25.2% | +21.5% | +3.7% | +18.3% |
| 1Y | +32.9% | +21.9% | +10.9% | +25.3% |
| All | +143.5% | +119.8% | +23.7% | +94.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling