+626.0%
WMB vs HDB
+3,812.1%
-3,186.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.3% |
| 7D | +0.6% | +0.4% | +0.1% | +0.4% |
| 30D | +3.3% | -2.8% | +6.1% | +4.2% |
| 3M | +3.1% | -3.5% | +6.7% | +3.6% |
| 6M | -0.7% | -24.7% | +24.0% | +8.0% |
| YTD | +25.2% | -36.6% | +61.7% | +44.1% |
| 1Y | +32.9% | -34.4% | +67.2% | +50.9% |
| 3Y | +140.6% | -24.4% | +164.9% | +153.7% |
| 5Y | +273.5% | -35.4% | +308.8% | +305.3% |
| 10Y | +334.2% | +39.5% | +294.7% | +234.0% |
| All | +626.0% | +3,812.1% | -3,186.2% | +133.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling