+117.1%
AMAT vs WMB
+180.0%
-62.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.3% | -8.3% | -11.2% |
| 7D | -24.3% | -14.2% | -10.1% | -18.8% |
| 30D | -39.8% | -11.2% | -28.6% | -36.4% |
| 3M | -40.2% | -9.9% | -30.3% | -37.4% |
| 6M | -22.1% | -14.4% | -7.8% | -17.1% |
| YTD | +24.7% | +9.2% | +15.4% | +18.6% |
| 1Y | +33.3% | +15.1% | +18.2% | +23.4% |
| 3Y | +133.9% | +99.2% | +34.6% | +63.2% |
| 5Y | +117.1% | +180.2% | -63.2% | +26.2% |
| All | +117.1% | +180.0% | -62.9% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling