+259.9%
WMB vs HDB
+61.5%
+198.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +3.1% |
| 7D | -6.7% | +13.7% | -20.4% | -9.6% |
| 30D | -8.6% | +15.8% | -24.4% | -12.0% |
| 3M | -4.9% | +9.2% | -14.2% | -7.4% |
| 6M | -6.3% | +3.2% | -9.5% | -7.9% |
| YTD | +13.0% | -29.4% | +42.3% | +22.4% |
| 1Y | +14.9% | -27.9% | +42.9% | +23.7% |
| 3Y | +113.4% | -5.9% | +119.3% | +108.7% |
| 5Y | +190.2% | -23.5% | +213.6% | +196.6% |
| 10Y | +259.9% | +61.3% | +198.5% | +203.5% |
| All | +259.9% | +61.5% | +198.3% | +203.5% |
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