+5,026.7%
WMB vs HRB
+3,493.2%
+1,533.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +1.6% | -8.1% | +9.7% | +3.9% |
| 30D | -7.1% | +15.0% | -22.1% | -11.3% |
| 3M | -4.0% | +10.2% | -14.2% | -7.9% |
| 6M | -5.7% | +44.2% | -50.0% | -17.1% |
| YTD | +17.2% | +21.0% | -3.8% | +6.4% |
| 1Y | +17.2% | +12.0% | +5.2% | +8.7% |
| 3Y | +121.1% | +24.9% | +96.1% | +93.0% |
| 5Y | +197.2% | +144.6% | +52.6% | +103.6% |
| 10Y | +280.9% | +229.4% | +51.5% | +118.4% |
| All | +5,026.7% | +3,493.2% | +1,533.5% | +1,208.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling