+295.4%
WMB vs RSG
+425.0%
-129.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.8% |
| 7D | -1.7% | -1.8% | +0.1% | -0.7% |
| 30D | +0.7% | +2.8% | -2.1% | -0.9% |
| 3M | +1.5% | +4.3% | -2.8% | -1.3% |
| 6M | +0.1% | -0.5% | +0.6% | -0.3% |
| YTD | +22.9% | +5.2% | +17.7% | +18.3% |
| 1Y | +27.9% | -2.1% | +30.0% | +28.0% |
| 3Y | +139.1% | +56.5% | +82.6% | +76.5% |
| 5Y | +270.9% | +89.5% | +181.4% | +135.0% |
| All | +295.4% | +425.0% | -129.6% | +40.4% |
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