+144.2%
RTX vs WMB
+97.7%
+46.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -5.1% | -13.8% | +8.7% | -2.7% |
| 30D | +5.1% | -10.3% | +15.5% | +6.9% |
| 3M | -14.8% | -10.1% | -4.8% | -13.5% |
| 6M | +8.0% | -11.8% | +19.9% | +9.9% |
| YTD | +4.5% | +8.9% | -4.5% | +1.3% |
| 1Y | +9.8% | +14.0% | -4.1% | +5.3% |
| 3Y | +144.2% | +100.5% | +43.7% | +116.6% |
| All | +144.2% | +97.7% | +46.5% | +116.6% |
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 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