+2,464.3%
WMB vs IT
+6,228.4%
-3,764.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.8% | +0.6% |
| 7D | -13.8% | -16.9% | +3.1% | -10.4% |
| 30D | -10.3% | +2.3% | -12.7% | -11.5% |
| 3M | -10.1% | +2.9% | -12.9% | -12.1% |
| 6M | -11.8% | +25.9% | -37.7% | -19.4% |
| YTD | +8.9% | -24.6% | +33.6% | +10.6% |
| 1Y | +14.0% | -16.0% | +30.0% | +12.6% |
| 3Y | +100.5% | -51.6% | +152.1% | +120.8% |
| 5Y | +179.5% | -42.6% | +222.2% | +188.9% |
| 10Y | +272.7% | +103.6% | +169.2% | +174.2% |
| All | +2,464.3% | +6,228.4% | -3,764.1% | +922.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling