+278.8%
WMB vs HDB
-35.4%
+314.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.2% |
| 7D | +0.6% | +0.4% | +0.1% | +0.5% |
| 30D | +3.3% | -2.8% | +6.1% | +3.6% |
| 3M | +3.1% | -3.5% | +6.7% | +3.2% |
| 6M | -0.7% | -24.7% | +24.0% | +3.1% |
| YTD | +25.2% | -36.6% | +61.7% | +33.6% |
| 1Y | +32.9% | -34.4% | +67.2% | +40.9% |
| 3Y | +140.6% | -24.4% | +164.9% | +146.2% |
| All | +278.8% | -35.4% | +314.2% | +294.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling