+343.4%
WMB vs ROIV
+232.7%
+110.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | +0.1% |
| 7D | +0.6% | +0.6% | -0.1% | +0.6% |
| 30D | +3.3% | +1.0% | +2.3% | +3.2% |
| 3M | +3.1% | +18.3% | -15.2% | +2.6% |
| 6M | -0.7% | +18.3% | -19.0% | -1.3% |
| YTD | +25.2% | +61.0% | -35.8% | +23.2% |
| 1Y | +32.9% | +177.9% | -145.0% | +28.4% |
| 3Y | +140.6% | +199.1% | -58.5% | +131.0% |
| 5Y | +273.5% | +250.7% | +22.7% | +233.0% |
| All | +343.4% | +232.7% | +110.8% | +285.2% |
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 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