+31,139.8%
HD vs WMB
+5,535.5%
+25,604.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -2.1% | +0.6% | -2.6% | -2.1% |
| 30D | -8.4% | +3.3% | -11.7% | -9.0% |
| 3M | +4.3% | +3.1% | +1.2% | +3.6% |
| 6M | -11.1% | -0.7% | -10.4% | -11.3% |
| YTD | -4.7% | +25.2% | -29.8% | -8.3% |
| 1Y | -19.8% | +32.9% | -52.7% | -23.7% |
| 3Y | +4.1% | +140.6% | -136.5% | -10.3% |
| 5Y | +10.3% | +273.5% | -263.1% | -11.6% |
| 10Y | +203.2% | +334.2% | -131.0% | +130.9% |
| All | +31,139.8% | +5,535.5% | +25,604.3% | +9,102.4% |
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