+30.6%
HD vs WMB
+123.0%
-92.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -0.9% |
| 7D | -0.5% | +8.1% | -8.6% | -0.8% |
| 30D | +18.5% | -6.9% | +25.4% | +18.8% |
| 3M | +2.2% | -5.1% | +7.2% | +2.2% |
| 6M | +13.8% | -5.7% | +19.6% | +13.7% |
| YTD | +3.4% | +18.1% | -14.7% | -0.3% |
| 1Y | -3.5% | +18.4% | -21.9% | -7.1% |
| All | +30.6% | +123.0% | -92.4% | +4.8% |
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