+283.3%
WMB vs RACE
+717.8%
-434.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.2% | +1.4% |
| 7D | +8.1% | -4.0% | +12.1% | +9.2% |
| 30D | -6.9% | +3.5% | -10.4% | -7.9% |
| 3M | -5.1% | -0.4% | -4.7% | -5.4% |
| 6M | -5.7% | +23.2% | -28.9% | -12.0% |
| YTD | +18.1% | +11.0% | +7.1% | +12.6% |
| 1Y | +18.4% | -2.2% | +20.6% | +17.3% |
| 3Y | +122.7% | +22.5% | +100.2% | +95.7% |
| 5Y | +202.0% | +63.2% | +138.9% | +134.0% |
| All | +283.3% | +717.8% | -434.5% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling