+19.5%
WMB vs AMC
+33.2%
-13.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | -0.6% |
| 7D | +7.8% | +3.5% | +4.3% | +7.9% |
| 30D | -5.1% | +12.5% | -17.6% | -4.6% |
| 3M | -4.7% | +23.6% | -28.3% | -3.7% |
| 6M | -7.4% | +144.4% | -151.8% | -2.6% |
| YTD | +17.5% | +108.3% | -90.9% | +23.3% |
| 1Y | +19.5% | +38.9% | -19.4% | +33.1% |
| All | +19.5% | +33.2% | -13.7% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling