+1,115.8%
RSP vs WMB
+2,702.7%
-1,587.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -1.0% | -13.8% | +12.8% | +3.3% |
| 30D | +2.6% | -10.3% | +12.9% | +5.6% |
| 3M | -0.8% | -10.1% | +9.3% | +1.8% |
| 6M | +6.3% | -11.8% | +18.1% | +9.4% |
| YTD | +14.1% | +8.9% | +5.2% | +9.7% |
| 1Y | +18.0% | +14.0% | +4.0% | +11.8% |
| 3Y | +61.0% | +100.5% | -39.5% | +26.5% |
| 5Y | +45.6% | +179.5% | -133.9% | +2.5% |
| 10Y | +220.2% | +272.7% | -52.6% | +95.0% |
| All | +1,115.8% | +2,702.7% | -1,587.0% | +234.0% |
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 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