+280.9%
WMB vs RACE
+741.5%
-460.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +1.6% | -3.9% | +5.4% | +2.6% |
| 30D | -7.1% | +6.8% | -13.9% | -8.8% |
| 3M | -4.0% | +1.3% | -5.3% | -4.7% |
| 6M | -5.7% | +26.3% | -32.0% | -12.5% |
| YTD | +17.2% | +13.8% | +3.4% | +11.1% |
| 1Y | +17.2% | -0.5% | +17.6% | +15.6% |
| 3Y | +121.1% | +25.6% | +95.4% | +93.0% |
| 5Y | +197.2% | +67.6% | +129.6% | +128.7% |
| 10Y | +280.9% | +724.7% | -443.8% | +93.5% |
| All | +280.9% | +741.5% | -460.6% | +93.5% |
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