+276,532.2%
AMZN vs WMB
+1,055.4%
+275,476.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.2% |
| 7D | +8.0% | -6.9% | +15.0% | +9.4% |
| 30D | +3.2% | -7.2% | +10.4% | +4.4% |
| 3M | -2.6% | -5.4% | +2.8% | -1.9% |
| 6M | -0.7% | -4.9% | +4.2% | -0.4% |
| YTD | +17.4% | +14.7% | +2.7% | +13.3% |
| 1Y | +9.0% | +14.7% | -5.7% | +5.2% |
| 3Y | +88.7% | +116.4% | -27.7% | +59.9% |
| 5Y | +55.6% | +198.5% | -143.0% | +23.5% |
| 10Y | +629.7% | +266.3% | +363.5% | +431.7% |
| All | +276,532.2% | +1,055.4% | +275,476.8% | +91,440.7% |
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