+1,710.3%
WMB vs HIG
+974.1%
+736.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.0% | +3.5% |
| 7D | -6.7% | -0.5% | -6.2% | -6.6% |
| 30D | -8.6% | +4.5% | -13.0% | -9.8% |
| 3M | -4.9% | -5.5% | +0.5% | -3.7% |
| 6M | -6.3% | +3.1% | -9.4% | -7.4% |
| YTD | +13.0% | -0.8% | +13.8% | +12.5% |
| 1Y | +14.9% | +6.1% | +8.8% | +12.4% |
| 3Y | +113.4% | +94.1% | +19.3% | +76.8% |
| 5Y | +190.2% | +106.4% | +83.7% | +135.2% |
| 10Y | +259.9% | +265.1% | -5.2% | +148.4% |
| All | +1,710.3% | +974.1% | +736.2% | +612.8% |
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