+75.8%
HBAN vs WMB
+145.3%
-69.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | -5.5% | +4.6% | -10.1% | -7.2% |
| 3M | -0.2% | +5.7% | -6.0% | -2.8% |
| 6M | +5.2% | +4.2% | +1.0% | +2.6% |
| YTD | -2.3% | +26.8% | -29.2% | -13.2% |
| 1Y | -2.2% | +34.7% | -36.9% | -16.0% |
| All | +75.8% | +145.3% | -69.6% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling