+259.9%
WMB vs IAU
+209.6%
+50.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +3.4% |
| 7D | -6.7% | +4.9% | -11.6% | -7.3% |
| 30D | -8.6% | -1.4% | -7.2% | -8.4% |
| 3M | -4.9% | -4.8% | -0.2% | -4.4% |
| 6M | -6.3% | -12.5% | +6.2% | -4.4% |
| YTD | +13.0% | -4.2% | +17.2% | +12.6% |
| 1Y | +14.9% | +3.1% | +11.8% | +12.8% |
| 3Y | +113.4% | +110.0% | +3.4% | +79.8% |
| 5Y | +190.2% | +123.1% | +67.1% | +139.9% |
| 10Y | +259.9% | +216.7% | +43.2% | +177.2% |
| All | +259.9% | +209.6% | +50.2% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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