+1,127.7%
RSP vs WMB
+3,119.8%
-1,992.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.8% | +0.6% | -1.3% | -1.0% |
| 30D | -0.3% | +3.3% | -3.6% | -1.5% |
| 3M | +4.3% | +3.1% | +1.1% | +2.9% |
| 6M | +8.8% | -0.7% | +9.5% | +8.4% |
| YTD | +15.3% | +25.2% | -9.9% | +6.7% |
| 1Y | +18.3% | +32.9% | -14.6% | +7.2% |
| 3Y | +52.8% | +140.6% | -87.8% | +14.0% |
| 5Y | +51.7% | +273.5% | -221.7% | -1.9% |
| 10Y | +208.5% | +334.2% | -125.7% | +80.0% |
| All | +1,127.7% | +3,119.8% | -1,992.0% | +224.8% |
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