+149.0%
WMB vs IOT
+30.1%
+119.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +0.8% | +2.8% | -2.0% | +0.7% |
| 30D | +7.7% | -1.8% | +9.5% | +7.7% |
| 3M | +6.7% | +17.9% | -11.2% | +5.8% |
| 6M | +3.6% | +13.5% | -9.9% | +2.8% |
| YTD | +28.0% | +13.3% | +14.7% | +26.8% |
| 1Y | +37.6% | -3.3% | +40.9% | +37.8% |
| 3Y | +149.0% | +31.3% | +117.7% | +144.6% |
| All | +149.0% | +30.1% | +119.0% | +144.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling