+302.1%
WMB vs IOVA
+6.6%
+295.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.3% |
| 7D | +0.8% | +5.1% | -4.3% | +0.5% |
| 30D | +7.7% | +37.2% | -29.5% | +5.9% |
| 3M | +6.7% | +117.5% | -110.8% | +1.8% |
| 6M | +3.6% | +69.6% | -66.0% | -0.4% |
| YTD | +28.0% | +218.7% | -190.7% | +18.3% |
| 1Y | +37.6% | +265.5% | -227.9% | +25.5% |
| 3Y | +149.0% | +46.2% | +102.8% | +124.6% |
| 5Y | +285.3% | -63.2% | +348.6% | +266.2% |
| 10Y | +302.1% | +6.1% | +296.0% | +244.4% |
| All | +302.1% | +6.6% | +295.4% | +244.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling