+121.3%
WMB vs RACE
+24.7%
+96.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.5% |
| 7D | +7.8% | -1.2% | +9.0% | +7.8% |
| 30D | -5.1% | +6.1% | -11.2% | -5.3% |
| 3M | -4.7% | -0.3% | -4.4% | -4.7% |
| 6M | -7.4% | +23.4% | -30.8% | -8.7% |
| YTD | +17.5% | +12.5% | +4.9% | +16.6% |
| 1Y | +19.5% | -0.5% | +19.9% | +20.1% |
| 3Y | +121.3% | +23.6% | +97.7% | +117.2% |
| All | +121.3% | +24.7% | +96.6% | +117.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling