+287.0%
WMB vs ROIV
+248.8%
+38.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.2% | -1.1% | -5.2% |
| 7D | -14.2% | -2.4% | -11.8% | -14.1% |
| 30D | -11.2% | +3.1% | -14.3% | -11.3% |
| 3M | -9.9% | +5.8% | -15.7% | -10.1% |
| 6M | -14.4% | +29.3% | -43.7% | -15.1% |
| YTD | +9.2% | +68.8% | -59.5% | +7.3% |
| 1Y | +15.1% | +81.0% | -66.0% | +12.7% |
| 3Y | +99.2% | +294.6% | -195.4% | +90.4% |
| 5Y | +180.2% | +373.1% | -192.9% | +159.0% |
| All | +287.0% | +248.8% | +38.3% | +235.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling