+2,202.5%
WMB vs RMD
+37,961.8%
-35,759.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -13.8% | +2.3% | -16.1% | -14.3% |
| 30D | -10.3% | +4.1% | -14.5% | -11.3% |
| 3M | -10.1% | +5.7% | -15.8% | -11.4% |
| 6M | -11.8% | +12.9% | -24.7% | -14.6% |
| YTD | +8.9% | -1.5% | +10.5% | +8.0% |
| 1Y | +14.0% | -4.8% | +18.7% | +13.6% |
| 3Y | +100.5% | +57.5% | +43.0% | +77.8% |
| 5Y | +179.5% | -5.5% | +185.0% | +169.1% |
| 10Y | +272.7% | +357.8% | -85.0% | +156.1% |
| All | +2,202.5% | +37,961.8% | -35,759.3% | +995.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling