+295.4%
WMB vs INDA
+83.0%
+212.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.5% |
| 7D | -1.7% | -3.6% | +2.0% | +0.3% |
| 30D | +0.7% | -4.0% | +4.7% | +2.8% |
| 3M | +1.5% | +1.7% | -0.2% | +0.3% |
| 6M | +0.1% | -3.6% | +3.7% | +1.4% |
| YTD | +22.9% | -11.0% | +33.9% | +29.9% |
| 1Y | +27.9% | -9.5% | +37.4% | +33.7% |
| 3Y | +139.1% | +7.6% | +131.5% | +123.3% |
| 5Y | +270.9% | +4.8% | +266.1% | +248.6% |
| All | +295.4% | +83.0% | +212.4% | +160.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded INDA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling