+721.2%
WMB vs IOVA
-92.3%
+813.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -0.3% |
| 7D | -13.8% | -5.2% | -8.6% | -13.7% |
| 30D | -10.3% | -37.8% | +27.4% | -9.7% |
| 3M | -10.1% | +29.5% | -39.5% | -10.8% |
| 6M | -11.8% | +96.6% | -108.4% | -13.6% |
| YTD | +8.9% | +194.5% | -185.6% | +5.7% |
| 1Y | +14.0% | +248.1% | -234.1% | +10.1% |
| 3Y | +100.5% | +86.1% | +14.4% | +92.5% |
| 5Y | +179.5% | -67.8% | +247.3% | +173.2% |
| 10Y | +272.7% | +38.6% | +234.1% | +252.6% |
| All | +721.2% | -92.3% | +813.5% | +650.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling