+2,590.5%
HPQ vs WMB
+5,176.1%
-2,585.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +1.5% |
| 7D | -3.2% | +1.6% | -4.8% | -3.6% |
| 30D | -3.0% | -7.1% | +4.0% | -2.0% |
| 3M | +0.6% | -4.0% | +4.6% | +1.0% |
| 6M | +36.6% | -5.7% | +42.3% | +37.2% |
| YTD | +35.0% | +17.2% | +17.8% | +29.4% |
| 1Y | +23.1% | +17.2% | +5.9% | +18.0% |
| 3Y | +18.6% | +121.1% | -102.4% | -0.5% |
| 5Y | +10.3% | +197.2% | -186.8% | -12.8% |
| 10Y | +157.1% | +280.9% | -123.9% | +89.1% |
| All | +2,590.5% | +5,176.1% | -2,585.5% | +693.9% |
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