+1,162.1%
AMAT vs WMB
+267.1%
+895.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | -14.7% | -13.8% | -0.9% | -8.6% |
| 30D | -36.1% | -10.3% | -25.8% | -32.7% |
| 3M | -36.9% | -10.1% | -26.8% | -33.9% |
| 6M | -22.2% | -11.8% | -10.3% | -18.1% |
| YTD | +29.9% | +8.9% | +21.0% | +23.8% |
| 1Y | +43.3% | +14.0% | +29.3% | +33.5% |
| 3Y | +142.7% | +100.5% | +42.1% | +71.3% |
| 5Y | +126.2% | +179.5% | -53.3% | +35.6% |
| All | +1,162.1% | +267.1% | +895.0% | +518.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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