+285.0%
WMB vs AMCR
-10.2%
+295.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.3% |
| 7D | 0.0% | -6.3% | +6.3% | +1.3% |
| 30D | +4.6% | -7.1% | +11.7% | +6.1% |
| 3M | +5.7% | +12.7% | -6.9% | +2.4% |
| 6M | +4.2% | +5.2% | -1.0% | +2.3% |
| YTD | +26.8% | +8.1% | +18.8% | +22.6% |
| 1Y | +34.7% | +11.7% | +23.0% | +28.6% |
| 3Y | +146.8% | +9.9% | +136.9% | +129.8% |
| 5Y | +285.0% | -8.7% | +293.7% | +294.8% |
| All | +285.0% | -10.2% | +295.2% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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