+61.0%
RSP vs WMB
+97.7%
-36.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -1.0% | -13.8% | +12.8% | +1.4% |
| 30D | +2.6% | -10.3% | +12.9% | +4.3% |
| 3M | -0.8% | -10.1% | +9.3% | +0.6% |
| 6M | +6.3% | -11.8% | +18.1% | +7.9% |
| YTD | +14.1% | +8.9% | +5.2% | +9.4% |
| 1Y | +18.0% | +14.0% | +4.0% | +11.6% |
| 3Y | +61.0% | +100.5% | -39.5% | +27.0% |
| All | +61.0% | +97.7% | -36.7% | +27.0% |
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