+259.9%
WMB vs RCAT
-99.6%
+359.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +11.4% | -7.7% | +3.6% |
| 7D | -6.7% | +1.1% | -7.8% | -6.7% |
| 30D | -8.6% | -22.0% | +13.5% | -8.4% |
| 3M | -4.9% | -51.1% | +46.2% | -4.4% |
| 6M | -6.3% | -56.6% | +50.3% | -5.9% |
| YTD | +13.0% | -43.3% | +56.2% | +13.1% |
| 1Y | +14.9% | -51.5% | +66.4% | +15.1% |
| 3Y | +113.4% | +411.4% | -298.0% | +107.9% |
| 5Y | +190.2% | +74.4% | +115.7% | +183.6% |
| 10Y | +259.9% | -99.6% | +359.4% | +242.1% |
| All | +259.9% | -99.6% | +359.4% | +242.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling