+497.6%
HAL vs WMB
+4,805.5%
-4,308.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -12.0% | -13.8% | +1.8% | -7.2% |
| 30D | +0.3% | -10.3% | +10.6% | +4.1% |
| 3M | -1.6% | -10.1% | +8.4% | +1.9% |
| 6M | -20.5% | -11.8% | -8.6% | -17.2% |
| YTD | +14.2% | +8.9% | +5.3% | +10.3% |
| 1Y | +18.9% | +14.0% | +4.9% | +12.9% |
| 3Y | -13.7% | +100.5% | -114.3% | -33.3% |
| 5Y | +42.2% | +179.5% | -137.3% | +0.6% |
| 10Y | -16.7% | +272.7% | -289.5% | -43.4% |
| All | +497.6% | +4,805.5% | -4,308.0% | +84.3% |
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