+263,909.3%
AMZN vs WMB
+1,160.8%
+262,748.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.0% | +0.6% | -3.5% | -3.1% |
| 30D | -5.2% | +3.3% | -8.4% | -5.9% |
| 3M | +1.9% | +3.1% | -1.3% | +1.0% |
| 6M | +19.2% | -0.7% | +19.9% | +18.8% |
| YTD | +12.0% | +25.2% | -13.2% | +6.6% |
| 1Y | +9.7% | +32.9% | -23.2% | +3.0% |
| 3Y | +87.2% | +140.6% | -53.4% | +55.8% |
| 5Y | +48.7% | +273.5% | -224.8% | +13.3% |
| 10Y | +569.3% | +334.2% | +235.1% | +373.0% |
| All | +263,909.3% | +1,160.8% | +262,748.5% | +86,051.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling