+49.3%
AMZN vs WMB
+191.1%
-141.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +2.1% |
| 7D | +8.7% | -6.7% | +15.3% | +10.2% |
| 30D | +1.7% | -8.6% | +10.3% | +3.5% |
| 3M | -2.8% | -4.9% | +2.2% | -2.3% |
| 6M | -2.1% | -6.3% | +4.2% | -1.8% |
| YTD | +15.6% | +13.0% | +2.7% | +8.8% |
| 1Y | +9.2% | +14.9% | -5.7% | +2.1% |
| 3Y | +89.9% | +113.4% | -23.5% | +37.1% |
| 5Y | +49.3% | +190.2% | -140.9% | -0.3% |
| All | +49.3% | +191.1% | -141.8% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling