+265.8%
WMB vs IBKR
+495.5%
-229.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.4% |
| 7D | -1.0% | -1.3% | +0.3% | -0.8% |
| 30D | -0.4% | -0.2% | -0.2% | -0.6% |
| 3M | +3.2% | +3.0% | +0.3% | +2.0% |
| 6M | +0.1% | +33.9% | -33.8% | -7.1% |
| YTD | +23.9% | +42.5% | -18.6% | +12.8% |
| 1Y | +27.6% | +44.9% | -17.3% | +15.2% |
| 3Y | +141.9% | +293.0% | -151.1% | +71.7% |
| All | +265.8% | +495.5% | -229.7% | +134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 5y: compounded portfolio wealth divided by compounded IBKR 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…
5y analysis · Full analysis span regression · 6 months rolling