+9.2%
HBAN vs WMB
+22.7%
-13.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.4% | +7.6% | +1.5% |
| 7D | +2.3% | -8.6% | +10.9% | +2.6% |
| 30D | +5.0% | -4.2% | +9.2% | +5.0% |
| 3M | -7.6% | -4.4% | -3.2% | -7.6% |
| 6M | +1.3% | -8.7% | +10.0% | +1.0% |
| YTD | -4.7% | +15.4% | -20.1% | -7.6% |
| 1Y | +9.2% | +23.7% | -14.5% | +1.5% |
| All | +9.2% | +22.7% | -13.5% | +1.5% |
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