+251.2%
HD vs WMB
+281.6%
-30.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.5% |
| 7D | -1.2% | +1.6% | -2.7% | -1.6% |
| 30D | +20.9% | -7.1% | +28.0% | +22.7% |
| 3M | -0.2% | -4.0% | +3.8% | +0.2% |
| 6M | +14.5% | -5.7% | +20.2% | +15.0% |
| YTD | +4.3% | +17.2% | -12.9% | -2.3% |
| 1Y | -3.5% | +17.2% | -20.7% | -9.7% |
| 3Y | +30.1% | +121.1% | -90.9% | -2.9% |
| 5Y | +8.5% | +197.2% | -188.7% | -27.4% |
| All | +251.2% | +281.6% | -30.4% | +91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling