+23.7%
WMB vs IOVA
+362.8%
-339.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.5% | -4.9% | -6.4% |
| 7D | -8.6% | -41.3% | +32.6% | -8.8% |
| 30D | -4.2% | -38.5% | +34.3% | -4.4% |
| 3M | -4.4% | +99.5% | -104.0% | -5.4% |
| 6M | -8.7% | +126.0% | -134.7% | -9.9% |
| YTD | +15.4% | +218.7% | -203.3% | +12.5% |
| 1Y | +23.7% | +378.0% | -354.3% | +19.0% |
| All | +23.7% | +362.8% | -339.0% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling