+132.9%
WMB vs AHR
+360.2%
-227.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -1.7% | -3.0% | +1.4% | -1.1% |
| 30D | +0.7% | +2.6% | -1.9% | +0.2% |
| 3M | +1.5% | +16.0% | -14.5% | -2.1% |
| 6M | +0.1% | +3.1% | -3.0% | -1.1% |
| YTD | +22.9% | +16.0% | +6.9% | +17.8% |
| 1Y | +27.9% | +28.0% | -0.1% | +19.2% |
| All | +132.9% | +360.2% | -227.3% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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