+197.2%
WMB vs ROIV
+421.8%
-224.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.1% |
| 7D | +1.6% | +9.5% | -7.9% | +1.2% |
| 30D | -7.1% | +21.0% | -28.1% | -7.7% |
| 3M | -4.0% | +18.7% | -22.7% | -4.7% |
| 6M | -5.7% | +44.5% | -50.2% | -7.1% |
| YTD | +17.2% | +92.9% | -75.7% | +14.1% |
| 1Y | +17.2% | +100.2% | -83.0% | +13.9% |
| 3Y | +121.1% | +375.0% | -254.0% | +107.7% |
| 5Y | +197.2% | +435.2% | -238.0% | +165.2% |
| All | +197.2% | +421.8% | -224.6% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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