+6,351.7%
AMD vs WMB
+267.1%
+6,084.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.2% |
| 7D | -11.0% | -13.8% | +2.8% | -5.0% |
| 30D | -30.5% | -10.3% | -20.1% | -27.0% |
| 3M | -8.2% | -10.1% | +1.8% | -3.8% |
| 6M | +6.6% | -11.8% | +18.4% | +12.1% |
| YTD | +109.7% | +8.9% | +100.7% | +101.1% |
| 1Y | +88.9% | +14.0% | +74.9% | +77.6% |
| 3Y | +301.8% | +100.5% | +201.3% | +194.5% |
| 5Y | +229.4% | +179.5% | +49.8% | +109.5% |
| All | +6,351.7% | +267.1% | +6,084.6% | +3,674.7% |
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