+144.1%
WMB vs IT
-46.7%
+190.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.6% | +4.8% | +0.3% |
| 7D | +0.6% | -6.0% | +6.6% | +0.8% |
| 30D | +3.3% | 0.0% | +3.3% | +3.2% |
| 3M | +3.1% | +13.1% | -9.9% | +2.6% |
| 6M | -0.7% | +11.7% | -12.4% | -1.2% |
| YTD | +25.2% | -26.1% | +51.3% | +30.1% |
| 1Y | +32.9% | -21.3% | +54.1% | +36.2% |
| All | +144.1% | -46.7% | +190.8% | +174.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling