+190.2%
WMB vs AMC
-99.2%
+289.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.3% | -4.6% | +3.5% |
| 7D | -6.7% | +6.6% | -13.2% | -6.8% |
| 30D | -8.6% | +14.1% | -22.7% | -8.9% |
| 3M | -4.9% | +31.3% | -36.2% | -5.7% |
| 6M | -6.3% | +126.7% | -133.0% | -8.9% |
| YTD | +13.0% | +117.9% | -105.0% | +9.7% |
| 1Y | +14.9% | +41.1% | -26.2% | +13.1% |
| 3Y | +113.4% | -61.0% | +174.3% | +115.4% |
| 5Y | +190.2% | -99.1% | +289.3% | +232.5% |
| All | +190.2% | -99.2% | +289.3% | +232.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling