+180.3%
WMB vs IT
-43.2%
+223.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.8% | 0.0% |
| 7D | -13.8% | -16.9% | +3.1% | -13.0% |
| 30D | -10.3% | +2.3% | -12.7% | -10.8% |
| 3M | -10.1% | +2.9% | -12.9% | -10.8% |
| 6M | -11.8% | +25.9% | -37.7% | -14.8% |
| YTD | +8.9% | -24.6% | +33.6% | +12.7% |
| 1Y | +14.0% | -16.0% | +30.0% | +15.6% |
| 3Y | +100.5% | -51.6% | +152.1% | +122.7% |
| All | +180.3% | -43.2% | +223.4% | +201.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling