+313.2%
WMB vs IBN
+312.2%
+1.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.4% |
| 7D | 0.0% | -5.1% | +5.1% | +1.3% |
| 30D | +4.6% | -3.5% | +8.1% | +5.5% |
| 3M | +5.7% | +11.3% | -5.6% | +2.6% |
| 6M | +4.2% | +4.4% | -0.2% | +2.5% |
| YTD | +26.8% | -1.8% | +28.7% | +26.6% |
| 1Y | +34.7% | -8.0% | +42.7% | +36.6% |
| 3Y | +146.8% | +27.1% | +119.7% | +126.3% |
| 5Y | +285.0% | +54.5% | +230.5% | +229.1% |
| 10Y | +313.2% | +314.2% | -1.0% | +177.8% |
| All | +313.2% | +312.2% | +1.0% | +177.8% |
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