+23.7%
WMB vs MTZ
-14.7%
+38.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -15.4% | +9.0% | -4.9% |
| 7D | -8.6% | -7.4% | -1.2% | -7.8% |
| 30D | -4.2% | -23.6% | +19.4% | -2.1% |
| 3M | -4.4% | -38.3% | +33.9% | -1.1% |
| 6M | -8.7% | -60.6% | +51.9% | -2.4% |
| YTD | +15.4% | -22.9% | +38.3% | +15.3% |
| 1Y | +23.7% | -14.3% | +38.0% | +21.1% |
| All | +23.7% | -14.7% | +38.4% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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