-4.6%
HD vs WMB
+22.7%
-27.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.4% | +12.9% | +5.4% |
| 7D | +11.9% | -8.6% | +20.6% | +10.5% |
| 30D | +26.4% | -4.2% | +30.6% | +25.2% |
| 3M | +2.8% | -4.4% | +7.2% | +1.8% |
| 6M | +15.5% | -8.7% | +24.2% | +14.1% |
| YTD | +5.5% | +15.4% | -9.8% | +1.7% |
| 1Y | -4.6% | +23.7% | -28.3% | -11.7% |
| All | -4.6% | +22.7% | -27.3% | -11.7% |
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