+264.5%
WMB vs RACE
+740.1%
-475.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.1% |
| 7D | -13.8% | +5.1% | -18.9% | -15.0% |
| 30D | -10.3% | +7.7% | -18.0% | -12.2% |
| 3M | -10.1% | +2.2% | -12.2% | -10.9% |
| 6M | -11.8% | +23.8% | -35.6% | -17.8% |
| YTD | +8.9% | +13.9% | -5.0% | +3.3% |
| 1Y | +14.0% | +3.8% | +10.2% | +11.1% |
| 3Y | +100.5% | +28.0% | +72.5% | +74.0% |
| 5Y | +179.5% | +64.9% | +114.6% | +116.7% |
| All | +264.5% | +740.1% | -475.6% | +94.4% |
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