+18.4%
WMB vs HUBB
-2.3%
+20.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.9% |
| 7D | +8.1% | +4.6% | +3.5% | +7.4% |
| 30D | -6.9% | -8.4% | +1.5% | -6.0% |
| 3M | -5.1% | -14.3% | +9.2% | -3.8% |
| 6M | -5.7% | -9.3% | +3.6% | -4.9% |
| YTD | +18.1% | -0.5% | +18.6% | +15.5% |
| 1Y | +18.4% | -2.1% | +20.5% | +16.4% |
| All | +18.4% | -2.3% | +20.8% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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