+249.2%
HPE vs WMB
+148.7%
+100.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.3% | +5.5% | +6.8% |
| 7D | +10.1% | +0.8% | +9.3% | +9.8% |
| 30D | +5.3% | +7.7% | -2.4% | +2.1% |
| 3M | +12.7% | +6.7% | +6.0% | +9.2% |
| 6M | +167.7% | +3.6% | +164.0% | +161.7% |
| YTD | +135.5% | +28.0% | +107.5% | +107.0% |
| 1Y | +143.4% | +37.6% | +105.8% | +104.8% |
| 3Y | +249.2% | +149.0% | +100.1% | +126.2% |
| All | +249.2% | +148.7% | +100.4% | +126.2% |
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