-45.7%
RDDT vs WMB
+22.7%
-68.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -6.4% | +12.3% | +3.9% |
| 7D | -24.4% | -8.6% | -15.7% | -26.4% |
| 30D | -32.3% | -4.2% | -28.1% | -32.8% |
| 3M | -36.3% | -4.4% | -31.9% | -36.6% |
| 6M | -39.7% | -8.7% | -31.0% | -40.6% |
| YTD | -55.7% | +15.4% | -71.1% | -58.9% |
| 1Y | -45.7% | +23.7% | -69.5% | -53.8% |
| All | -45.7% | +22.7% | -68.4% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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