+241.5%
WMB vs IOT
+54.4%
+187.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.1% |
| 7D | -1.7% | -0.8% | -0.9% | -1.6% |
| 30D | +0.7% | -4.7% | +5.4% | +0.9% |
| 3M | +1.5% | +17.8% | -16.3% | +0.4% |
| 6M | +0.1% | +16.8% | -16.8% | -1.3% |
| YTD | +22.9% | +8.4% | +14.5% | +21.5% |
| 1Y | +27.9% | -0.8% | +28.7% | +26.9% |
| 3Y | +139.1% | +25.7% | +113.4% | +130.5% |
| All | +241.5% | +54.4% | +187.1% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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