+23.7%
WMB vs HIG
+12.7%
+11.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.4% | -8.7% | -6.3% |
| 7D | -8.6% | +6.2% | -14.8% | -8.7% |
| 30D | -4.2% | +9.4% | -13.6% | -4.8% |
| 3M | -4.4% | -2.3% | -2.1% | -4.5% |
| 6M | -8.7% | +4.2% | -12.8% | -9.3% |
| YTD | +15.4% | +1.6% | +13.8% | +15.5% |
| 1Y | +23.7% | +9.9% | +13.9% | +22.9% |
| All | +23.7% | +12.7% | +11.0% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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