+95.5%
AMD vs WMB
+22.7%
+72.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.4% | +7.4% | +3.1% |
| 7D | -15.5% | -8.6% | -6.9% | -12.9% |
| 30D | -22.6% | -4.2% | -18.5% | -21.1% |
| 3M | -5.7% | -4.4% | -1.3% | -3.4% |
| 6M | +43.1% | -8.7% | +51.8% | +45.6% |
| YTD | +128.2% | +15.4% | +112.9% | +102.3% |
| 1Y | +95.5% | +23.7% | +71.7% | +61.3% |
| All | +95.5% | +22.7% | +72.8% | +61.3% |
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