+116.4%
WMB vs IWD
+85.4%
+31.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.9% | +1.6% | -8.5% | -7.8% |
| 30D | -7.2% | +3.6% | -10.8% | -9.3% |
| 3M | -5.4% | +2.0% | -7.5% | -6.7% |
| 6M | -4.9% | +13.1% | -17.9% | -12.7% |
| YTD | +14.7% | +26.2% | -11.5% | -3.3% |
| 1Y | +14.7% | +29.6% | -14.9% | -5.3% |
| 3Y | +116.4% | +84.3% | +32.0% | +33.1% |
| All | +116.4% | +85.4% | +31.0% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling