+259.9%
WMB vs RMD
+360.8%
-100.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | -6.7% | +1.2% | -7.9% | -6.9% |
| 30D | -8.6% | +2.5% | -11.0% | -9.2% |
| 3M | -4.9% | +11.5% | -16.5% | -7.2% |
| 6M | -6.3% | +14.7% | -21.0% | -9.3% |
| YTD | +13.0% | -1.3% | +14.3% | +12.1% |
| 1Y | +14.9% | -5.3% | +20.2% | +14.8% |
| 3Y | +113.4% | +68.8% | +44.6% | +85.0% |
| 5Y | +190.2% | -5.9% | +196.0% | +180.8% |
| 10Y | +259.9% | +348.7% | -88.8% | +181.4% |
| All | +259.9% | +360.8% | -100.9% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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