-14.4%
WMB vs IBB
+22.6%
-37.0%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.0% | -0.3% | -5.8% |
| 7D | -14.2% | -3.6% | -10.6% | -14.3% |
| 30D | -11.2% | +3.4% | -14.6% | -10.1% |
| 3M | -9.9% | +9.5% | -19.4% | -8.2% |
| 6M | -14.4% | +23.3% | -37.7% | -11.3% |
| All | -14.4% | +22.6% | -37.0% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 6mo: compounded portfolio wealth divided by compounded IBB 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…
6mo analysis · Full analysis span regression · 6 months rolling