+115.4%
AMD vs WMB
+17.3%
+98.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -8.5% |
| 7D | +18.9% | +7.8% | +11.1% | +14.7% |
| 30D | -6.4% | -5.1% | -1.3% | -4.5% |
| 3M | +10.6% | -4.7% | +15.3% | +13.0% |
| 6M | +19.9% | -7.4% | +27.3% | +21.6% |
| YTD | +149.4% | +17.5% | +131.9% | +118.3% |
| 1Y | +115.4% | +19.5% | +95.9% | +87.7% |
| All | +115.4% | +17.3% | +98.0% | +87.7% |
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 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