+27.9%
WMB vs RRX
+9.8%
+18.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -3.0% |
| 7D | -1.7% | -3.7% | +2.1% | -1.5% |
| 30D | +0.7% | -9.3% | +10.0% | +1.0% |
| 3M | +1.5% | -21.8% | +23.3% | +2.1% |
| 6M | +0.1% | -22.0% | +22.1% | +0.4% |
| YTD | +22.9% | +11.9% | +11.0% | +23.7% |
| 1Y | +27.9% | +11.6% | +16.3% | +28.4% |
| All | +27.9% | +9.8% | +18.0% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling