+6.7%
HD vs WMB
+200.5%
-193.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +1.5% | +7.8% | -6.3% | +0.3% |
| 30D | +18.0% | -5.1% | +23.1% | +18.6% |
| 3M | +2.8% | -4.7% | +7.5% | +3.1% |
| 6M | +17.0% | -7.4% | +24.4% | +17.7% |
| YTD | +3.5% | +17.5% | -13.9% | -2.0% |
| 1Y | -2.6% | +19.5% | -22.1% | -8.2% |
| 3Y | +30.7% | +121.3% | -90.5% | -0.7% |
| All | +6.7% | +200.5% | -193.9% | -20.6% |
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