+66.9%
AMAT vs WMB
+17.3%
+49.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.5% |
| 7D | +11.4% | +7.8% | +3.5% | +8.0% |
| 30D | -17.0% | -5.1% | -11.9% | -15.8% |
| 3M | -30.6% | -4.7% | -25.9% | -29.6% |
| 6M | -14.9% | -7.4% | -7.5% | -14.3% |
| YTD | +44.7% | +17.5% | +27.2% | +48.7% |
| 1Y | +66.9% | +19.5% | +47.4% | +71.8% |
| All | +66.9% | +17.3% | +49.5% | +71.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling