+283.3%
WMB vs MUB
+22.3%
+261.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.8% |
| 7D | +8.1% | -0.8% | +8.9% | +9.2% |
| 30D | -6.9% | +2.4% | -9.3% | -10.0% |
| 3M | -5.1% | -1.1% | -4.0% | -3.8% |
| 6M | -5.7% | -1.0% | -4.7% | -4.7% |
| YTD | +18.1% | -0.3% | +18.4% | +18.1% |
| 1Y | +18.4% | 0.0% | +18.4% | +18.0% |
| 3Y | +122.7% | +10.2% | +112.6% | +90.1% |
| 5Y | +202.0% | +2.9% | +199.1% | +190.3% |
| All | +283.3% | +22.3% | +261.0% | +248.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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