+281.4%
WMB vs RSG
+452.6%
-171.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +7.8% | +2.5% | +5.3% | +6.4% |
| 30D | -5.1% | +12.7% | -17.8% | -11.5% |
| 3M | -4.7% | +17.9% | -22.7% | -13.5% |
| 6M | -7.4% | +25.0% | -32.4% | -19.0% |
| YTD | +17.5% | +20.8% | -3.3% | +4.2% |
| 1Y | +19.5% | +24.3% | -4.8% | +4.2% |
| 3Y | +121.3% | +65.3% | +56.0% | +59.0% |
| 5Y | +200.5% | +99.1% | +101.5% | +88.0% |
| All | +281.4% | +452.6% | -171.2% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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