+285.3%
WMB vs IBN
+56.7%
+228.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.7% |
| 7D | +0.8% | -2.2% | +3.0% | +1.2% |
| 30D | +7.7% | -2.3% | +10.0% | +8.1% |
| 3M | +6.7% | +15.9% | -9.2% | +3.7% |
| 6M | +3.6% | +5.6% | -2.0% | +2.4% |
| YTD | +28.0% | -0.1% | +28.1% | +27.6% |
| 1Y | +37.6% | -6.5% | +44.2% | +39.0% |
| 3Y | +149.0% | +29.3% | +119.7% | +132.3% |
| 5Y | +285.3% | +56.6% | +228.7% | +246.6% |
| All | +285.3% | +56.7% | +228.6% | +246.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling