+9.4%
AMZN vs WMB
+30.1%
-20.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.5% |
| 7D | -2.7% | -1.7% | -1.0% | -2.8% |
| 30D | -7.5% | +0.7% | -8.2% | -7.4% |
| 3M | +5.8% | +1.5% | +4.3% | +5.6% |
| 6M | +17.5% | +0.1% | +17.5% | +16.9% |
| YTD | +9.1% | +22.9% | -13.8% | +8.7% |
| 1Y | +9.4% | +27.9% | -18.5% | +11.1% |
| All | +9.4% | +30.1% | -20.7% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling