+37.6%
WMB vs RCAT
+1.5%
+36.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.9% | -1.6% | +2.2% |
| 7D | +0.8% | +5.4% | -4.6% | +0.7% |
| 30D | +7.7% | -5.6% | +13.3% | +7.8% |
| 3M | +6.7% | -30.2% | +36.9% | +7.1% |
| 6M | +3.6% | -43.4% | +47.0% | +4.4% |
| YTD | +28.0% | +9.6% | +18.4% | +26.7% |
| 1Y | +37.6% | -2.0% | +39.6% | +39.0% |
| All | +37.6% | +1.5% | +36.2% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RCAT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling