+196.2%
RDDT vs WMB
+116.0%
+80.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.3% | -5.6% | -4.3% |
| 7D | +3.3% | +0.8% | +2.5% | +2.9% |
| 30D | -7.6% | +7.7% | -15.3% | -10.8% |
| 3M | -12.7% | +6.7% | -19.4% | -16.8% |
| 6M | +7.2% | +3.6% | +3.5% | +2.7% |
| YTD | -35.0% | +28.0% | -63.0% | -47.2% |
| 1Y | -35.0% | +37.6% | -72.7% | -51.0% |
| All | +196.2% | +116.0% | +80.1% | +84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling