+54.7%
RSP vs WMB
+140.5%
-85.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.8% | +0.6% | -1.3% | -0.9% |
| 30D | -0.3% | +3.3% | -3.6% | -1.1% |
| 3M | +4.3% | +3.1% | +1.1% | +3.2% |
| 6M | +8.8% | -0.7% | +9.5% | +8.5% |
| YTD | +15.3% | +25.2% | -9.9% | +7.8% |
| 1Y | +18.3% | +32.9% | -14.6% | +8.3% |
| All | +54.7% | +140.5% | -85.8% | +13.3% |
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 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