+302.1%
WMB vs HDB
+34.0%
+268.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.3% | +3.0% |
| 7D | +0.8% | -2.0% | +2.8% | +1.3% |
| 30D | +7.7% | -4.9% | +12.6% | +9.0% |
| 3M | +6.7% | -2.3% | +9.0% | +6.6% |
| 6M | +3.6% | -23.7% | +27.4% | +10.2% |
| YTD | +28.0% | -38.5% | +66.5% | +44.1% |
| 1Y | +37.6% | -36.5% | +74.1% | +53.3% |
| 3Y | +149.0% | -28.5% | +177.5% | +163.4% |
| 5Y | +285.3% | -37.4% | +322.7% | +317.3% |
| 10Y | +302.1% | +34.0% | +268.0% | +263.8% |
| All | +302.1% | +34.0% | +268.0% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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