+278.8%
WMB vs RY
+140.8%
+138.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | +0.6% | +3.1% | -2.5% | -1.1% |
| 30D | +3.3% | -0.3% | +3.6% | +3.4% |
| 3M | +3.1% | +8.7% | -5.5% | -1.7% |
| 6M | -0.7% | +28.5% | -29.2% | -13.9% |
| YTD | +25.2% | +25.1% | 0.0% | +10.0% |
| 1Y | +32.9% | +46.3% | -13.4% | +6.6% |
| 3Y | +140.6% | +154.9% | -14.4% | +35.4% |
| All | +278.8% | +140.8% | +138.0% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 5y: compounded portfolio wealth divided by compounded RY 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…
5y analysis · Full analysis span regression · 6 months rolling