+72.5%
HAL vs WMB
+36.5%
+35.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.6% |
| 7D | +0.5% | +0.8% | -0.3% | +0.1% |
| 30D | +15.9% | +7.7% | +8.2% | +12.3% |
| 3M | -8.7% | +6.7% | -15.4% | -11.4% |
| 6M | +9.0% | +3.6% | +5.4% | +7.2% |
| YTD | +32.0% | +28.0% | +4.0% | +20.2% |
| 1Y | +72.5% | +37.6% | +34.8% | +45.8% |
| All | +72.5% | +36.5% | +35.9% | +45.8% |
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