+337.5%
AMD vs WMB
+275.1%
+62.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +2.6% | +0.6% | +2.0% | +2.3% |
| 30D | -0.9% | +3.3% | -4.2% | -2.4% |
| 3M | -8.7% | +3.1% | -11.9% | -10.2% |
| 6M | +136.3% | -0.7% | +137.0% | +134.6% |
| YTD | +123.0% | +25.2% | +97.8% | +98.3% |
| 1Y | +195.2% | +32.9% | +162.3% | +153.2% |
| 3Y | +336.3% | +140.6% | +195.8% | +180.8% |
| All | +337.5% | +275.1% | +62.4% | +151.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling