+2,903.2%
HPQ vs WMB
+5,535.5%
-2,632.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +6.9% | +0.6% | +6.4% | +6.8% |
| 30D | +14.4% | +3.3% | +11.2% | +13.6% |
| 3M | +25.6% | +3.1% | +22.5% | +24.6% |
| 6M | +75.0% | -0.7% | +75.8% | +74.4% |
| YTD | +50.7% | +25.2% | +25.5% | +43.1% |
| 1Y | +18.7% | +32.9% | -14.2% | +11.2% |
| 3Y | +21.5% | +140.6% | -119.0% | +0.6% |
| 5Y | +31.6% | +273.5% | -241.9% | -0.1% |
| 10Y | +216.1% | +334.2% | -118.2% | +127.7% |
| All | +2,903.2% | +5,535.5% | -2,632.3% | +778.1% |
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