+323.2%
AMGN vs WMB
+278.0%
+45.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | +0.2% |
| 7D | -2.2% | +1.6% | -3.7% | -2.4% |
| 30D | +12.1% | -7.1% | +19.2% | +13.3% |
| 3M | +13.6% | -4.0% | +17.6% | +13.9% |
| 6M | +43.9% | -5.7% | +49.7% | +44.6% |
| YTD | +45.9% | +17.2% | +28.8% | +40.2% |
| 1Y | +42.1% | +17.2% | +25.0% | +36.5% |
| 3Y | +91.6% | +121.1% | -29.5% | +60.0% |
| 5Y | +158.5% | +197.2% | -38.7% | +101.2% |
| 10Y | +323.2% | +280.9% | +42.3% | +206.7% |
| All | +323.2% | +278.0% | +45.2% | +206.7% |
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