+137,736.4%
AMAT vs WMB
+5,535.5%
+132,200.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.3% |
| 7D | -1.5% | +0.6% | -2.1% | -1.6% |
| 30D | -14.8% | +3.3% | -18.1% | -15.5% |
| 3M | -9.3% | +3.1% | -12.4% | -10.0% |
| 6M | +27.4% | -0.7% | +28.1% | +27.2% |
| YTD | +77.6% | +25.2% | +52.4% | +68.8% |
| 1Y | +188.9% | +32.9% | +156.1% | +170.9% |
| 3Y | +202.3% | +140.6% | +61.7% | +149.6% |
| 5Y | +248.9% | +273.5% | -24.6% | +163.0% |
| 10Y | +1,585.2% | +334.2% | +1,251.0% | +1,106.1% |
| All | +137,736.4% | +5,535.5% | +132,200.9% | +38,532.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling