+101.1%
WMB vs AMC
-72.0%
+173.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -12.5% | +7.2% | -5.2% |
| 7D | -14.2% | 0.0% | -14.2% | -14.2% |
| 30D | -11.2% | +4.4% | -15.7% | -11.3% |
| 3M | -9.9% | +15.4% | -25.2% | -10.0% |
| 6M | -14.4% | +93.7% | -108.1% | -15.0% |
| YTD | +9.2% | +97.4% | -88.2% | +8.2% |
| 1Y | +15.1% | +23.2% | -8.1% | +15.2% |
| All | +101.1% | -72.0% | +173.1% | +112.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling