+621.7%
HPE vs WMB
+224.1%
+397.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | -0.6% | +0.6% | -1.2% | -0.8% |
| 30D | -2.3% | +3.3% | -5.6% | -3.4% |
| 3M | -2.9% | +3.1% | -6.0% | -4.1% |
| 6M | +143.6% | -0.7% | +144.3% | +142.9% |
| YTD | +118.5% | +25.2% | +93.4% | +101.5% |
| 1Y | +129.2% | +32.9% | +96.3% | +106.8% |
| 3Y | +212.5% | +140.6% | +72.0% | +132.8% |
| 5Y | +286.9% | +273.5% | +13.5% | +150.7% |
| 10Y | +432.3% | +334.2% | +98.1% | +213.9% |
| All | +621.7% | +224.1% | +397.6% | +310.6% |
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 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