+646.8%
RGTI vs WMB
+137.7%
+509.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +1.4% |
| 7D | -0.1% | -1.7% | +1.5% | +0.9% |
| 30D | -16.2% | +0.7% | -16.9% | -16.9% |
| 3M | -22.0% | +1.5% | -23.6% | -24.2% |
| 6M | -10.8% | +0.1% | -10.8% | -12.8% |
| YTD | -31.6% | +22.9% | -54.5% | -43.7% |
| 1Y | -6.4% | +27.9% | -34.2% | -25.0% |
| All | +646.8% | +137.7% | +509.1% | +263.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling