+36.0%
HBAN vs WMB
+270.0%
-234.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.9% |
| 7D | -1.9% | -1.7% | -0.3% | -1.3% |
| 30D | -5.9% | +0.7% | -6.6% | -6.4% |
| 3M | +0.2% | +1.5% | -1.3% | -1.0% |
| 6M | +6.6% | +0.1% | +6.6% | +5.5% |
| YTD | -1.7% | +22.9% | -24.6% | -12.5% |
| 1Y | -1.7% | +27.9% | -29.6% | -14.5% |
| 3Y | +74.9% | +139.1% | -64.3% | +7.5% |
| 5Y | +36.0% | +270.9% | -235.0% | -37.4% |
| All | +36.0% | +270.0% | -234.1% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling