+5.9%
WMB vs IRE
-97.2%
+103.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +39.6% | -39.8% | -0.9% |
| 7D | -13.8% | -27.2% | +13.4% | -13.6% |
| 30D | -10.3% | -75.1% | +64.8% | -9.7% |
| 3M | -10.1% | -77.9% | +67.8% | -9.4% |
| 6M | -11.8% | -94.6% | +82.7% | -10.9% |
| YTD | +8.9% | -91.5% | +100.5% | +8.9% |
| 1Y | +14.0% | -97.8% | +111.8% | +12.4% |
| All | +5.9% | -97.2% | +103.2% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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