+281.4%
WMB vs IBN
+385.6%
-104.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +7.8% | +1.9% | +6.0% | +7.3% |
| 30D | -5.1% | +22.1% | -27.2% | -10.1% |
| 3M | -4.7% | +17.1% | -21.8% | -8.8% |
| 6M | -7.4% | +35.5% | -43.0% | -15.0% |
| YTD | +17.5% | +16.8% | +0.7% | +11.7% |
| 1Y | +19.5% | +12.4% | +7.1% | +14.9% |
| 3Y | +121.3% | +58.0% | +63.2% | +90.7% |
| 5Y | +200.5% | +73.7% | +126.8% | +149.1% |
| All | +281.4% | +385.6% | -104.2% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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