+54.2%
RGTI vs WMB
+296.8%
-242.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | +0.3% |
| 7D | +0.5% | -1.0% | +1.5% | +1.1% |
| 30D | -17.1% | -0.4% | -16.7% | -17.3% |
| 3M | -26.0% | +3.2% | -29.2% | -28.6% |
| 6M | -9.9% | +0.1% | -9.9% | -11.6% |
| YTD | -31.1% | +23.9% | -54.9% | -41.9% |
| 1Y | -8.5% | +27.6% | -36.1% | -24.1% |
| 3Y | +652.2% | +141.9% | +510.3% | +321.1% |
| 5Y | +56.8% | +273.8% | -217.0% | -10.3% |
| All | +54.2% | +296.8% | -242.6% | -11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling