-7.5%
IGV vs WMB
+22.7%
-30.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.2% | -0.3% |
| 7D | -7.5% | -8.6% | +1.2% | -9.0% |
| 30D | -5.6% | -4.2% | -1.4% | -6.0% |
| 3M | +1.5% | -4.4% | +5.9% | +1.1% |
| 6M | +17.1% | -8.7% | +25.8% | +16.1% |
| YTD | -2.0% | +15.4% | -17.4% | -1.8% |
| 1Y | -7.5% | +23.7% | -31.3% | -10.5% |
| All | -7.5% | +22.7% | -30.2% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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