+18.4%
WMB vs IWD
+28.5%
-10.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +8.1% | +1.7% | +6.4% | +7.8% |
| 30D | -6.9% | +3.2% | -10.1% | -7.1% |
| 3M | -5.1% | +2.3% | -7.4% | -5.3% |
| 6M | -5.7% | +12.9% | -18.7% | -7.7% |
| YTD | +18.1% | +26.2% | -8.2% | +11.1% |
| 1Y | +18.4% | +28.3% | -9.9% | +10.6% |
| All | +18.4% | +28.5% | -10.1% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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