+17.2%
WMB vs HWM
+7.8%
+9.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | +2.0% |
| 7D | +1.6% | +5.0% | -3.4% | +1.3% |
| 30D | -7.1% | +1.5% | -8.6% | -7.1% |
| 3M | -4.0% | -20.3% | +16.3% | -4.0% |
| 6M | -5.7% | -18.0% | +12.3% | -5.4% |
| YTD | +17.2% | +9.5% | +7.7% | +15.8% |
| 1Y | +17.2% | +7.5% | +9.7% | +17.2% |
| All | +17.2% | +7.8% | +9.4% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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