-7.8%
IGV vs WMB
+35.6%
-43.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -1.0% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | -3.0% | +4.6% | -7.6% | -2.1% |
| 3M | +9.6% | +5.7% | +3.8% | +10.7% |
| 6M | +16.1% | +4.2% | +11.9% | +17.2% |
| YTD | -3.6% | +26.8% | -30.5% | -3.1% |
| 1Y | -7.8% | +34.7% | -42.5% | -7.5% |
| All | -7.8% | +35.6% | -43.4% | -7.5% |
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