+295.4%
WMB vs RRX
+216.7%
+78.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.6% |
| 7D | -1.7% | -3.7% | +2.1% | -0.6% |
| 30D | +0.7% | -9.3% | +10.0% | +3.5% |
| 3M | +1.5% | -21.8% | +23.3% | +7.2% |
| 6M | +0.1% | -22.0% | +22.1% | +4.1% |
| YTD | +22.9% | +11.9% | +11.0% | +12.6% |
| 1Y | +27.9% | +11.6% | +16.3% | +16.0% |
| 3Y | +139.1% | +2.2% | +137.0% | +110.0% |
| 5Y | +270.9% | +14.9% | +256.1% | +191.7% |
| All | +295.4% | +216.7% | +78.7% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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