+302.1%
WMB vs RGEN
+406.9%
-104.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.2% |
| 7D | +0.8% | -0.9% | +1.7% | +0.9% |
| 30D | +7.7% | +2.8% | +4.9% | +7.4% |
| 3M | +6.7% | +34.5% | -27.8% | +3.6% |
| 6M | +3.6% | +40.5% | -36.8% | -0.1% |
| YTD | +28.0% | +2.8% | +25.1% | +26.9% |
| 1Y | +37.6% | +39.6% | -2.0% | +32.0% |
| 3Y | +149.0% | +4.4% | +144.6% | +140.0% |
| 5Y | +285.3% | -42.8% | +328.1% | +285.3% |
| 10Y | +302.1% | +406.7% | -104.6% | +178.4% |
| All | +302.1% | +406.9% | -104.8% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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