+116.4%
WMB vs INDA
+18.0%
+98.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | -6.9% | +6.2% | -13.1% | -7.6% |
| 30D | -7.2% | +12.4% | -19.5% | -8.8% |
| 3M | -5.4% | +3.2% | -8.6% | -5.7% |
| 6M | -4.9% | +3.8% | -8.6% | -5.2% |
| YTD | +14.7% | -4.3% | +19.0% | +17.1% |
| 1Y | +14.7% | -4.5% | +19.2% | +17.2% |
| 3Y | +116.4% | +17.1% | +99.3% | +119.4% |
| All | +116.4% | +18.0% | +98.4% | +119.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling