+10,266.7%
RTX vs WMB
+5,535.5%
+4,731.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -5.2% | +0.6% | -5.7% | -5.3% |
| 30D | -9.4% | +3.3% | -12.6% | -9.9% |
| 3M | +12.3% | +3.1% | +9.2% | +11.5% |
| 6M | -3.1% | -0.7% | -2.4% | -3.3% |
| YTD | +10.7% | +25.2% | -14.5% | +6.3% |
| 1Y | +28.4% | +32.9% | -4.4% | +21.9% |
| 3Y | +147.1% | +140.6% | +6.5% | +111.6% |
| 5Y | +167.2% | +273.5% | -106.2% | +112.5% |
| 10Y | +274.7% | +334.2% | -59.5% | +185.2% |
| All | +10,266.7% | +5,535.5% | +4,731.2% | +4,144.8% |
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