+14.0%
WMB vs HAS
+59.5%
-45.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.3% |
| 7D | -13.8% | -0.2% | -13.7% | -13.8% |
| 30D | -10.3% | +31.0% | -41.4% | -10.9% |
| 3M | -10.1% | +30.7% | -40.7% | -10.7% |
| 6M | -11.8% | +23.9% | -35.8% | -11.6% |
| YTD | +8.9% | +48.3% | -39.4% | +6.8% |
| 1Y | +14.0% | +60.2% | -46.3% | +10.1% |
| All | +14.0% | +59.5% | -45.5% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling