+246.8%
WMB vs AMC
-97.7%
+344.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.3% |
| 7D | -13.8% | +2.6% | -16.4% | -13.9% |
| 30D | -10.3% | +9.0% | -19.4% | -10.6% |
| 3M | -10.1% | +22.2% | -32.2% | -10.8% |
| 6M | -11.8% | +91.5% | -103.3% | -14.4% |
| YTD | +8.9% | +101.3% | -92.3% | +5.2% |
| 1Y | +14.0% | +20.8% | -6.8% | +11.9% |
| 3Y | +100.5% | -71.3% | +171.9% | +102.3% |
| 5Y | +179.5% | -99.2% | +278.8% | +204.4% |
| 10Y | +272.7% | -98.7% | +371.5% | +280.4% |
| All | +246.8% | -97.7% | +344.5% | +183.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling