+14.0%
WMB vs RCAT
-56.7%
+70.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +18.6% | -18.9% | -0.9% |
| 7D | -13.8% | -12.7% | -1.1% | -13.5% |
| 30D | -10.3% | -34.3% | +24.0% | -9.7% |
| 3M | -10.1% | -53.4% | +43.3% | -8.8% |
| 6M | -11.8% | -62.0% | +50.1% | -10.8% |
| YTD | +8.9% | -49.1% | +58.0% | +6.8% |
| 1Y | +14.0% | -53.1% | +67.1% | +12.2% |
| All | +14.0% | -56.7% | +70.7% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling