+7,765.4%
AMD vs WMB
+282.5%
+7,482.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -8.5% |
| 7D | +18.9% | +7.8% | +11.1% | +15.4% |
| 30D | -6.4% | -5.1% | -1.3% | -3.9% |
| 3M | +10.6% | -4.7% | +15.3% | +13.4% |
| 6M | +19.9% | -7.4% | +27.3% | +23.8% |
| YTD | +149.4% | +17.5% | +131.9% | +132.1% |
| 1Y | +115.4% | +19.5% | +95.9% | +98.8% |
| 3Y | +357.3% | +121.3% | +236.0% | +221.4% |
| 5Y | +261.1% | +200.5% | +60.6% | +122.4% |
| All | +7,765.4% | +282.5% | +7,482.9% | +4,349.8% |
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 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