+19.5%
WMB vs IT
-15.8%
+35.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.4% |
| 7D | +7.8% | +1.1% | +6.7% | +7.9% |
| 30D | -5.1% | -1.8% | -3.2% | -5.2% |
| 3M | -4.7% | +4.8% | -9.5% | -4.2% |
| 6M | -7.4% | +33.0% | -40.4% | -4.9% |
| YTD | +17.5% | -23.8% | +41.3% | +17.8% |
| 1Y | +19.5% | -16.5% | +36.0% | +17.7% |
| All | +19.5% | -15.8% | +35.3% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling