+2,599.6%
WMB vs IT
+6,189.1%
-3,589.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | -6.9% | -7.5% | +0.6% | -5.3% |
| 30D | -7.2% | -1.2% | -6.0% | -7.6% |
| 3M | -5.4% | -2.2% | -3.2% | -6.4% |
| 6M | -4.9% | +19.1% | -24.0% | -11.9% |
| YTD | +14.7% | -25.1% | +39.8% | +16.6% |
| 1Y | +14.7% | -17.4% | +32.1% | +13.7% |
| 3Y | +116.4% | -54.1% | +170.5% | +141.5% |
| 5Y | +198.5% | -42.7% | +241.2% | +208.5% |
| 10Y | +266.3% | +88.1% | +178.1% | +174.4% |
| All | +2,599.6% | +6,189.1% | -3,589.5% | +978.4% |
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