+34.7%
WMB vs HDB
-37.2%
+71.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -1.0% |
| 7D | 0.0% | -4.9% | +4.9% | -0.3% |
| 30D | +4.6% | -5.8% | +10.4% | +4.3% |
| 3M | +5.7% | -5.2% | +10.9% | +5.1% |
| 6M | +4.2% | -25.7% | +29.9% | +4.0% |
| YTD | +26.8% | -39.6% | +66.4% | +28.0% |
| 1Y | +34.7% | -36.9% | +71.6% | +36.2% |
| All | +34.7% | -37.2% | +71.9% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling