+3,233.4%
WMB vs RIG
-46.4%
+3,279.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.1% |
| 7D | -13.8% | -24.5% | +10.7% | -6.5% |
| 30D | -10.3% | -2.8% | -7.5% | -9.8% |
| 3M | -10.1% | +1.6% | -11.6% | -11.4% |
| 6M | -11.8% | -15.9% | +4.0% | -8.9% |
| YTD | +8.9% | +26.9% | -17.9% | -2.3% |
| 1Y | +14.0% | +34.4% | -20.4% | +0.1% |
| 3Y | +100.5% | -21.2% | +121.7% | +87.2% |
| 5Y | +179.5% | +46.4% | +133.1% | +86.0% |
| 10Y | +272.7% | -45.8% | +318.6% | +98.3% |
| All | +3,233.4% | -46.4% | +3,279.9% | +2,174.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 all: compounded portfolio wealth divided by compounded RIG 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…
all analysis · Full analysis span regression · 6 months rolling