+25.6%
HAL vs WMB
+22.7%
+2.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.4% | +3.2% | -0.2% |
| 7D | -7.7% | -8.6% | +0.9% | -3.8% |
| 30D | +0.7% | -4.2% | +4.8% | +2.5% |
| 3M | +2.5% | -4.4% | +6.9% | +4.1% |
| 6M | -20.7% | -8.7% | -12.0% | -17.7% |
| YTD | +18.4% | +15.4% | +3.0% | +7.4% |
| 1Y | +25.6% | +23.7% | +1.8% | +8.9% |
| All | +25.6% | +22.7% | +2.9% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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