+202.0%
WMB vs IR
+46.6%
+155.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +8.1% | +4.3% | +3.8% | +7.0% |
| 30D | -6.9% | +8.1% | -15.0% | -8.6% |
| 3M | -5.1% | +0.7% | -5.8% | -5.4% |
| 6M | -5.7% | +16.6% | -22.3% | -9.6% |
| YTD | +18.1% | +7.8% | +10.3% | +14.2% |
| 1Y | +18.4% | +9.9% | +8.5% | +13.8% |
| 3Y | +122.7% | +25.2% | +97.5% | +98.2% |
| 5Y | +202.0% | +46.8% | +155.3% | +140.2% |
| All | +202.0% | +46.6% | +155.5% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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