+564.1%
AMZN vs WMB
+315.8%
+248.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -9.2% | +4.6% | -13.8% | -10.2% |
| 3M | +3.4% | +5.7% | -2.4% | +1.8% |
| 6M | +18.2% | +4.2% | +14.0% | +16.5% |
| YTD | +9.3% | +26.8% | -17.5% | +2.9% |
| 1Y | +5.9% | +34.7% | -28.7% | -1.9% |
| 3Y | +82.6% | +146.8% | -64.2% | +46.0% |
| 5Y | +44.9% | +285.0% | -240.1% | +5.5% |
| 10Y | +564.1% | +313.2% | +250.9% | +379.7% |
| All | +564.1% | +315.8% | +248.3% | +379.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling