+90.4%
AMGN vs WMB
+114.7%
-24.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | +0.9% | -6.9% | +7.8% | +1.2% |
| 30D | +12.1% | -7.2% | +19.3% | +12.5% |
| 3M | +12.2% | -5.4% | +17.6% | +12.2% |
| 6M | +42.1% | -4.9% | +47.0% | +41.8% |
| YTD | +45.0% | +14.7% | +30.3% | +40.5% |
| 1Y | +47.7% | +14.7% | +33.0% | +43.1% |
| 3Y | +90.4% | +116.4% | -26.0% | +50.8% |
| All | +90.4% | +114.7% | -24.3% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling