+474.7%
WMB vs IBN
+1,756.6%
-1,281.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.2% |
| 7D | -6.7% | +14.6% | -21.3% | -10.6% |
| 30D | -8.6% | +23.5% | -32.1% | -14.5% |
| 3M | -4.9% | +14.0% | -18.9% | -9.0% |
| 6M | -6.3% | +31.1% | -37.4% | -14.3% |
| YTD | +13.0% | +16.6% | -3.6% | +6.6% |
| 1Y | +14.9% | +14.9% | 0.0% | +8.8% |
| 3Y | +113.4% | +56.9% | +56.5% | +81.3% |
| 5Y | +190.2% | +69.7% | +120.5% | +137.3% |
| 10Y | +259.9% | +365.4% | -105.5% | +101.4% |
| All | +474.7% | +1,756.6% | -1,281.9% | +72.3% |
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