+536.7%
WMB vs IBN
+1,532.9%
-996.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +0.4% |
| 7D | +0.6% | +1.4% | -0.8% | +0.1% |
| 30D | +3.3% | -0.3% | +3.6% | +3.3% |
| 3M | +3.1% | +17.1% | -14.0% | -1.9% |
| 6M | -0.7% | +3.4% | -4.1% | -2.2% |
| YTD | +25.2% | +2.5% | +22.6% | +23.2% |
| 1Y | +32.9% | -4.2% | +37.0% | +33.3% |
| 3Y | +140.6% | +32.4% | +108.2% | +116.0% |
| 5Y | +273.5% | +59.2% | +214.3% | +211.7% |
| 10Y | +334.2% | +345.7% | -11.5% | +146.0% |
| All | +536.7% | +1,532.9% | -996.2% | +99.2% |
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 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