+285.3%
WMB vs HIG
+122.5%
+162.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.2% | +3.0% |
| 7D | +0.8% | -1.1% | +1.9% | +1.1% |
| 30D | +7.7% | -4.9% | +12.6% | +9.7% |
| 3M | +6.7% | +6.8% | -0.1% | +3.7% |
| 6M | +3.6% | -1.7% | +5.3% | +3.8% |
| YTD | +28.0% | -0.2% | +28.2% | +27.2% |
| 1Y | +37.6% | +5.7% | +31.9% | +33.2% |
| 3Y | +149.0% | +100.3% | +48.7% | +80.2% |
| 5Y | +285.3% | +118.5% | +166.8% | +162.3% |
| All | +285.3% | +122.5% | +162.8% | +162.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling