+142.3%
WMB vs RBA
+36.9%
+105.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +0.6% | -2.9% | +3.5% | +0.9% |
| 30D | +3.3% | -12.3% | +15.6% | +4.9% |
| 3M | +3.1% | -20.5% | +23.7% | +5.6% |
| 6M | -0.7% | -18.5% | +17.8% | +1.1% |
| YTD | +25.2% | -18.2% | +43.4% | +26.3% |
| 1Y | +32.9% | -27.5% | +60.4% | +37.8% |
| All | +142.3% | +36.9% | +105.4% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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