+278.8%
WMB vs IP
-17.2%
+296.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.2% |
| 7D | +0.6% | -5.3% | +5.8% | +1.3% |
| 30D | +3.3% | -10.9% | +14.1% | +4.9% |
| 3M | +3.1% | +11.2% | -8.0% | +0.7% |
| 6M | -0.7% | -10.2% | +9.5% | +0.8% |
| YTD | +25.2% | -2.0% | +27.1% | +24.0% |
| 1Y | +32.9% | -19.1% | +52.0% | +36.9% |
| 3Y | +140.6% | +20.9% | +119.7% | +111.1% |
| All | +278.8% | -17.2% | +296.0% | +276.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 5y: compounded portfolio wealth divided by compounded IP 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…
5y analysis · Full analysis span regression · 6 months rolling