+113.4%
WMB vs RACE
+26.8%
+86.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.7% |
| 7D | -6.7% | +3.9% | -10.6% | -6.7% |
| 30D | -8.6% | +7.4% | -16.0% | -8.7% |
| 3M | -4.9% | +1.6% | -6.5% | -5.0% |
| 6M | -6.3% | +23.3% | -29.6% | -7.5% |
| YTD | +13.0% | +14.7% | -1.7% | +12.1% |
| 1Y | +14.9% | +2.5% | +12.4% | +15.3% |
| 3Y | +113.4% | +28.0% | +85.4% | +109.1% |
| All | +113.4% | +26.8% | +86.5% | +109.1% |
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