+113.4%
WMB vs HRB
+33.7%
+79.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.2% | +6.9% | +3.7% |
| 7D | -6.7% | -2.4% | -4.2% | -6.7% |
| 30D | -8.6% | +15.7% | -24.3% | -8.7% |
| 3M | -4.9% | +11.4% | -16.3% | -5.0% |
| 6M | -6.3% | +40.7% | -47.0% | -6.8% |
| YTD | +13.0% | +21.0% | -8.0% | +14.2% |
| 1Y | +14.9% | +7.2% | +7.7% | +17.2% |
| 3Y | +113.4% | +29.2% | +84.2% | +109.8% |
| All | +113.4% | +33.7% | +79.7% | +109.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling