+303.7%
WMB vs RCAT
-98.5%
+402.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.2% |
| 7D | +0.6% | -1.4% | +2.0% | +0.6% |
| 30D | +3.3% | -3.3% | +6.6% | +3.3% |
| 3M | +3.1% | -43.2% | +46.3% | +3.5% |
| 6M | -0.7% | -43.2% | +42.5% | -0.5% |
| YTD | +25.2% | +5.5% | +19.6% | +24.7% |
| 1Y | +32.9% | -1.6% | +34.5% | +32.2% |
| 3Y | +140.6% | +773.7% | -633.1% | +133.4% |
| 5Y | +273.5% | +187.6% | +85.8% | +263.3% |
| All | +303.7% | -98.5% | +402.1% | +273.5% |
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