+45.8%
AMZN vs WMB
+282.7%
-236.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.2% |
| 7D | +0.8% | +0.8% | 0.0% | +0.6% |
| 30D | -6.4% | +7.7% | -14.1% | -8.3% |
| 3M | +4.8% | +6.7% | -1.9% | +2.5% |
| 6M | +20.5% | +3.6% | +16.9% | +18.5% |
| YTD | +11.3% | +28.0% | -16.7% | +2.4% |
| 1Y | +9.0% | +37.6% | -28.7% | -2.6% |
| 3Y | +85.9% | +149.0% | -63.1% | +31.7% |
| 5Y | +45.8% | +285.3% | -239.5% | -2.3% |
| All | +45.8% | +282.7% | -236.9% | -2.3% |
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