+540.2%
HPE vs WMB
+315.8%
+224.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.5% |
| 7D | +13.6% | 0.0% | +13.7% | +13.6% |
| 30D | +7.7% | +4.6% | +3.1% | +5.5% |
| 3M | +22.4% | +5.7% | +16.6% | +18.9% |
| 6M | +172.6% | +4.2% | +168.4% | +165.7% |
| YTD | +147.5% | +26.8% | +120.7% | +119.6% |
| 1Y | +151.8% | +34.7% | +117.1% | +116.6% |
| 3Y | +267.1% | +146.8% | +120.3% | +138.3% |
| 5Y | +362.8% | +285.0% | +77.7% | +143.2% |
| 10Y | +540.2% | +313.2% | +227.0% | +204.4% |
| All | +540.2% | +315.8% | +224.3% | +204.4% |
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 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