+1,905.5%
WMB vs HIG
+1,002.1%
+903.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +0.6% | +0.3% | +0.3% | +0.5% |
| 30D | +3.3% | -3.2% | +6.5% | +4.1% |
| 3M | +3.1% | +9.1% | -6.0% | +0.6% |
| 6M | -0.7% | -1.8% | +1.1% | -0.5% |
| YTD | +25.2% | +1.8% | +23.4% | +24.1% |
| 1Y | +32.9% | +4.6% | +28.3% | +30.6% |
| 3Y | +140.6% | +101.6% | +38.9% | +97.7% |
| 5Y | +273.5% | +124.5% | +149.0% | +196.7% |
| 10Y | +334.2% | +317.8% | +16.4% | +190.8% |
| All | +1,905.5% | +1,002.1% | +903.4% | +686.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling