+298.4%
WMB vs AMC
-98.1%
+396.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | 0.0% |
| 7D | +0.6% | +2.3% | -1.7% | +0.5% |
| 30D | +3.3% | -0.7% | +4.0% | +3.2% |
| 3M | +3.1% | +35.2% | -32.1% | +1.6% |
| 6M | -0.7% | +124.6% | -125.3% | -4.2% |
| YTD | +25.2% | +69.9% | -44.7% | +21.7% |
| 1Y | +32.9% | -2.6% | +35.4% | +31.5% |
| 3Y | +140.6% | -79.8% | +220.3% | +144.6% |
| 5Y | +273.5% | -99.4% | +372.9% | +309.8% |
| 10Y | +334.2% | -98.9% | +433.1% | +340.1% |
| All | +298.4% | -98.1% | +396.5% | +228.2% |
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