+5,376.0%
WMB vs HRB
+3,357.9%
+2,018.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +1.3% |
| 7D | +0.6% | -5.7% | +6.2% | +2.2% |
| 30D | +3.3% | +7.9% | -4.6% | +0.5% |
| 3M | +3.1% | +32.1% | -29.0% | -6.0% |
| 6M | -0.7% | +62.2% | -62.9% | -16.1% |
| YTD | +25.2% | +16.4% | +8.8% | +15.8% |
| 1Y | +32.9% | -0.3% | +33.1% | +28.2% |
| 3Y | +140.6% | +36.0% | +104.5% | +105.8% |
| 5Y | +273.5% | +125.2% | +148.2% | +164.0% |
| 10Y | +334.2% | +237.7% | +96.5% | +148.4% |
| All | +5,376.0% | +3,357.9% | +2,018.1% | +1,324.7% |
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