+295.4%
WMB vs HRB
+207.5%
+87.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | -1.7% | -12.2% | +10.5% | +0.9% |
| 30D | +0.7% | -3.0% | +3.7% | +0.9% |
| 3M | +1.5% | +21.7% | -20.2% | -3.6% |
| 6M | +0.1% | +52.3% | -52.3% | -10.8% |
| YTD | +22.9% | +6.5% | +16.4% | +19.0% |
| 1Y | +27.9% | -6.7% | +34.5% | +27.5% |
| 3Y | +139.1% | +25.1% | +114.0% | +115.1% |
| 5Y | +270.9% | +113.8% | +157.2% | +177.8% |
| All | +295.4% | +207.5% | +87.9% | +160.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling