+789.5%
HBAN vs WMB
+5,535.5%
-4,746.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +0.7% | +0.6% | +0.1% | +0.5% |
| 30D | -3.2% | +3.3% | -6.5% | -3.9% |
| 3M | +4.0% | +3.1% | +0.8% | +3.1% |
| 6M | +3.1% | -0.7% | +3.8% | +2.9% |
| YTD | 0.0% | +25.2% | -25.1% | -4.8% |
| 1Y | -1.2% | +32.9% | -34.0% | -7.2% |
| 3Y | +72.5% | +140.6% | -68.1% | +43.6% |
| 5Y | +39.3% | +273.5% | -234.1% | +6.3% |
| 10Y | +157.3% | +334.2% | -176.9% | +88.4% |
| All | +789.5% | +5,535.5% | -4,746.0% | +309.4% |
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 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