+198.5%
WMB vs INDA
+10.4%
+188.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | -6.9% | +6.2% | -13.1% | -8.5% |
| 30D | -7.2% | +12.4% | -19.5% | -10.4% |
| 3M | -5.4% | +3.2% | -8.6% | -6.3% |
| 6M | -4.9% | +3.8% | -8.6% | -6.0% |
| YTD | +14.7% | -4.3% | +19.0% | +16.7% |
| 1Y | +14.7% | -4.5% | +19.2% | +16.8% |
| 3Y | +116.4% | +17.1% | +99.3% | +99.5% |
| 5Y | +198.5% | +11.0% | +187.5% | +179.7% |
| All | +198.5% | +10.4% | +188.1% | +179.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling