+2,545.1%
WMB vs RMD
+36,837.6%
-34,292.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +0.6% | -5.0% | +5.6% | +1.5% |
| 30D | +3.3% | +2.2% | +1.0% | +2.7% |
| 3M | +3.1% | +17.8% | -14.7% | -0.4% |
| 6M | -0.7% | -11.3% | +10.6% | +1.0% |
| YTD | +25.2% | -4.4% | +29.6% | +25.3% |
| 1Y | +32.9% | -15.7% | +48.6% | +36.0% |
| 3Y | +140.6% | +47.7% | +92.8% | +116.3% |
| 5Y | +273.5% | -19.2% | +292.7% | +271.6% |
| 10Y | +334.2% | +280.4% | +53.8% | +210.0% |
| All | +2,545.1% | +36,837.6% | -34,292.5% | +1,170.9% |
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