+303.7%
WMB vs THC
+1,000.2%
-696.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +0.6% | -0.7% | +1.2% | +0.7% |
| 30D | +3.3% | +1.3% | +2.0% | +3.0% |
| 3M | +3.1% | +64.2% | -61.1% | -6.5% |
| 6M | -0.7% | +8.3% | -9.0% | -3.1% |
| YTD | +25.2% | +33.4% | -8.2% | +17.0% |
| 1Y | +32.9% | +37.7% | -4.8% | +22.9% |
| 3Y | +140.6% | +236.8% | -96.2% | +81.0% |
| 5Y | +273.5% | +249.3% | +24.2% | +166.3% |
| All | +303.7% | +1,000.2% | -696.6% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling