-8.5%
RGTI vs WMB
+29.2%
-37.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | +0.5% |
| 7D | +0.5% | -1.0% | +1.5% | +0.8% |
| 30D | -17.1% | -0.4% | -16.7% | -16.8% |
| 3M | -26.0% | +3.2% | -29.2% | -28.1% |
| 6M | -9.9% | +0.1% | -9.9% | -11.5% |
| YTD | -31.1% | +23.9% | -54.9% | -43.6% |
| 1Y | -8.5% | +27.6% | -36.1% | -23.2% |
| All | -8.5% | +29.2% | -37.7% | -23.2% |
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