+595.7%
HAL vs WMB
+5,535.5%
-4,939.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | +0.6% | +2.4% | +2.7% |
| 30D | +17.0% | +3.3% | +13.8% | +15.6% |
| 3M | -9.7% | +3.1% | -12.8% | -10.8% |
| 6M | +8.6% | -0.7% | +9.3% | +8.6% |
| YTD | +33.0% | +25.2% | +7.8% | +22.4% |
| 1Y | +68.3% | +32.9% | +35.5% | +51.4% |
| 3Y | +0.1% | +140.6% | -140.4% | -27.3% |
| 5Y | +102.6% | +273.5% | -170.8% | +30.1% |
| 10Y | +3.8% | +334.2% | -330.4% | -33.1% |
| All | +595.7% | +5,535.5% | -4,939.8% | +104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling