+1,425.2%
AMAT vs WMB
+278.0%
+1,147.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.2% | +3.9% | +5.1% |
| 7D | +7.0% | +1.6% | +5.4% | +6.6% |
| 30D | -20.6% | -7.1% | -13.5% | -17.6% |
| 3M | -24.8% | -4.0% | -20.8% | -23.3% |
| 6M | -10.7% | -5.7% | -5.0% | -8.7% |
| YTD | +54.3% | +17.2% | +37.1% | +42.4% |
| 1Y | +73.7% | +17.2% | +56.5% | +60.1% |
| 3Y | +168.4% | +121.1% | +47.4% | +81.3% |
| 5Y | +167.6% | +197.2% | -29.6% | +55.8% |
| 10Y | +1,425.2% | +280.9% | +1,144.3% | +626.7% |
| All | +1,425.2% | +278.0% | +1,147.2% | +626.7% |
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