+200.8%
WMB vs RACE
+64.4%
+136.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.7% |
| 7D | +7.8% | -1.2% | +9.0% | +8.0% |
| 30D | -5.1% | +6.1% | -11.2% | -5.8% |
| 3M | -4.7% | -0.3% | -4.4% | -4.8% |
| 6M | -7.4% | +23.4% | -30.8% | -10.5% |
| YTD | +17.5% | +12.5% | +4.9% | +14.8% |
| 1Y | +19.5% | -0.5% | +19.9% | +19.3% |
| 3Y | +121.3% | +23.6% | +97.7% | +104.8% |
| All | +200.8% | +64.4% | +136.4% | +152.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling