+247.2%
AMAT vs WMB
+275.1%
-27.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | -1.5% | +0.6% | -2.1% | -1.8% |
| 30D | -14.8% | +3.3% | -18.1% | -16.2% |
| 3M | -9.3% | +3.1% | -12.4% | -10.9% |
| 6M | +27.4% | -0.7% | +28.1% | +26.6% |
| YTD | +77.6% | +25.2% | +52.4% | +59.1% |
| 1Y | +188.9% | +32.9% | +156.1% | +150.5% |
| 3Y | +202.3% | +140.6% | +61.7% | +95.7% |
| All | +247.2% | +275.1% | -27.9% | +95.8% |
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 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