+6,279.3%
AMGN vs WAB
+4,115.8%
+2,163.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +0.6% | -10.6% | -10.2% |
| 7D | -10.3% | +1.7% | -11.9% | -10.6% |
| 30D | -3.8% | -2.4% | -1.3% | -3.3% |
| 3M | +14.4% | +9.7% | +4.7% | +12.0% |
| 6M | +7.8% | +16.5% | -8.7% | +4.2% |
| YTD | +22.6% | +33.7% | -11.1% | +15.3% |
| 1Y | +44.2% | +49.7% | -5.5% | +32.5% |
| 3Y | +65.8% | +170.9% | -105.1% | +34.3% |
| 5Y | +108.0% | +228.0% | -120.1% | +60.3% |
| 10Y | +209.9% | +284.8% | -74.9% | +119.7% |
| All | +6,279.3% | +4,115.8% | +2,163.5% | +2,585.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WAB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling