+215.6%
RSP vs WMB
+267.9%
-52.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.4% | +1.0% |
| 7D | +0.4% | -6.7% | +7.1% | +2.6% |
| 30D | +3.7% | -8.6% | +12.3% | +6.4% |
| 3M | +0.8% | -4.9% | +5.7% | +1.8% |
| 6M | +9.1% | -6.3% | +15.4% | +10.2% |
| YTD | +16.7% | +13.0% | +3.7% | +9.9% |
| 1Y | +19.7% | +14.9% | +4.8% | +11.9% |
| 3Y | +66.7% | +113.4% | -46.7% | +22.1% |
| 5Y | +48.7% | +190.2% | -141.5% | -3.6% |
| 10Y | +215.6% | +259.9% | -44.3% | +74.6% |
| All | +215.6% | +267.9% | -52.3% | +74.6% |
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