+59.7%
RGTI vs WMB
+310.1%
-250.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.3% | +1.7% | +2.7% |
| 7D | +5.5% | +0.8% | +4.7% | +5.0% |
| 30D | -11.9% | +7.7% | -19.6% | -16.1% |
| 3M | -27.4% | +6.7% | -34.1% | -31.3% |
| 6M | -7.1% | +3.6% | -10.7% | -10.7% |
| YTD | -28.6% | +28.0% | -56.6% | -41.0% |
| 1Y | +4.4% | +37.6% | -33.3% | -17.4% |
| 3Y | +698.5% | +149.0% | +549.5% | +339.4% |
| 5Y | +64.2% | +285.3% | -221.1% | -7.9% |
| All | +59.7% | +310.1% | -250.4% | -10.3% |
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