+19.5%
WMB vs HRB
+13.5%
+5.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.6% |
| 7D | +7.8% | -5.1% | +12.9% | +7.4% |
| 30D | -5.1% | +8.7% | -13.8% | -4.7% |
| 3M | -4.7% | -5.4% | +0.7% | -4.8% |
| 6M | -7.4% | +41.6% | -49.0% | -5.6% |
| YTD | +17.5% | +18.7% | -1.2% | +20.5% |
| 1Y | +19.5% | +16.4% | +3.0% | +22.8% |
| All | +19.5% | +13.5% | +5.9% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling