+8,164.6%
AMD vs WMB
+278.0%
+7,886.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.2% | +6.4% |
| 7D | +13.1% | +1.6% | +11.6% | +13.0% |
| 30D | -7.0% | -7.1% | +0.1% | -3.5% |
| 3M | +16.6% | -4.0% | +20.6% | +19.1% |
| 6M | +20.5% | -5.7% | +26.2% | +23.5% |
| YTD | +158.2% | +17.2% | +141.0% | +140.4% |
| 1Y | +132.8% | +17.2% | +115.6% | +116.5% |
| 3Y | +366.2% | +121.1% | +245.2% | +227.7% |
| 5Y | +278.7% | +197.2% | +81.5% | +134.2% |
| 10Y | +8,164.6% | +280.9% | +7,883.7% | +4,579.0% |
| All | +8,164.6% | +278.0% | +7,886.5% | +4,579.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling