+33,321.4%
HD vs WMB
+4,805.5%
+28,515.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | +4.3% | -13.8% | +18.1% | +6.6% |
| 30D | +20.2% | -10.3% | +30.5% | +21.9% |
| 3M | -1.0% | -10.1% | +9.0% | +0.2% |
| 6M | +7.9% | -11.8% | +19.8% | +9.4% |
| YTD | +2.0% | +8.9% | -7.0% | -0.1% |
| 1Y | -4.3% | +14.0% | -18.3% | -7.0% |
| 3Y | +25.9% | +100.5% | -74.6% | +11.3% |
| 5Y | +5.8% | +179.5% | -173.7% | -11.5% |
| 10Y | +262.5% | +272.7% | -10.2% | +181.9% |
| All | +33,321.4% | +4,805.5% | +28,515.8% | +9,925.7% |
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 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