+100.5%
WMB vs IAU
+103.2%
-2.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -13.8% | +4.7% | -18.6% | -14.3% |
| 30D | -10.3% | -0.9% | -9.4% | -10.2% |
| 3M | -10.1% | -4.4% | -5.7% | -9.7% |
| 6M | -11.8% | -13.5% | +1.7% | -10.2% |
| YTD | +8.9% | -5.9% | +14.9% | +8.3% |
| 1Y | +14.0% | +1.9% | +12.1% | +11.2% |
| 3Y | +100.5% | +104.1% | -3.5% | +56.0% |
| All | +100.5% | +103.2% | -2.7% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling