+226.1%
HPQ vs WMB
+315.8%
-89.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | +9.7% | +4.6% | +5.2% | +7.6% |
| 3M | +32.7% | +5.7% | +27.0% | +29.0% |
| 6M | +77.7% | +4.2% | +73.5% | +72.7% |
| YTD | +51.0% | +26.8% | +24.1% | +34.4% |
| 1Y | +18.4% | +34.7% | -16.3% | +2.3% |
| 3Y | +25.6% | +146.8% | -121.2% | -19.2% |
| 5Y | +38.6% | +285.0% | -246.4% | -27.6% |
| 10Y | +226.1% | +313.2% | -87.1% | +48.7% |
| All | +226.1% | +315.8% | -89.7% | +48.7% |
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 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