+147.4%
RTX vs WMB
+200.5%
-53.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +4.8% | +7.8% | -3.0% | +2.5% |
| 30D | +6.5% | -5.1% | +11.6% | +7.8% |
| 3M | -9.6% | -4.7% | -4.9% | -8.8% |
| 6M | +12.3% | -7.4% | +19.7% | +14.0% |
| YTD | +9.5% | +17.5% | -8.0% | +2.2% |
| 1Y | +15.8% | +19.5% | -3.6% | +7.4% |
| 3Y | +157.0% | +121.3% | +35.7% | +83.1% |
| All | +147.4% | +200.5% | -53.1% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling