+454.2%
WMB vs IBN
+1,726.4%
-1,272.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.4% | -1.5% |
| 7D | -13.8% | +15.1% | -28.9% | -17.6% |
| 30D | -10.3% | +21.6% | -32.0% | -15.8% |
| 3M | -10.1% | +11.2% | -21.2% | -13.3% |
| 6M | -11.8% | +27.8% | -39.6% | -18.7% |
| YTD | +8.9% | +14.7% | -5.7% | +3.2% |
| 1Y | +14.0% | +14.4% | -0.4% | +8.1% |
| 3Y | +100.5% | +52.1% | +48.4% | +72.0% |
| 5Y | +179.5% | +70.7% | +108.8% | +128.1% |
| 10Y | +272.7% | +385.5% | -112.8% | +105.6% |
| All | +454.2% | +1,726.4% | -1,272.2% | +66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling