+1,056.7%
WMB vs IAU
+793.8%
+263.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -13.8% | +4.7% | -18.6% | -14.7% |
| 30D | -10.3% | -0.9% | -9.4% | -10.3% |
| 3M | -10.1% | -4.4% | -5.7% | -9.5% |
| 6M | -11.8% | -13.5% | +1.7% | -9.5% |
| YTD | +8.9% | -5.9% | +14.9% | +9.1% |
| 1Y | +14.0% | +1.9% | +12.1% | +11.9% |
| 3Y | +100.5% | +104.1% | -3.5% | +66.1% |
| 5Y | +179.5% | +121.0% | +58.5% | +126.5% |
| 10Y | +272.7% | +204.1% | +68.7% | +177.3% |
| All | +1,056.7% | +793.8% | +263.0% | +403.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling