+364.4%
IGV vs WMB
+315.8%
+48.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | -1.5% | 0.0% | -1.5% | -1.6% |
| 30D | -3.0% | +4.6% | -7.6% | -4.4% |
| 3M | +9.6% | +5.7% | +3.8% | +7.4% |
| 6M | +16.1% | +4.2% | +11.9% | +13.8% |
| YTD | -3.6% | +26.8% | -30.5% | -11.1% |
| 1Y | -7.8% | +34.7% | -42.5% | -16.7% |
| 3Y | +40.0% | +146.8% | -106.8% | +5.7% |
| 5Y | +21.2% | +285.0% | -263.8% | -19.7% |
| 10Y | +364.4% | +313.2% | +51.2% | +183.0% |
| All | +364.4% | +315.8% | +48.6% | +183.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling