+14.7%
WMB vs AMDL
+133.6%
-118.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.1% | +1.4% |
| 7D | -6.9% | +5.4% | -12.3% | -7.4% |
| 30D | -7.2% | -36.6% | +29.5% | -6.9% |
| 3M | -5.4% | -1.0% | -4.5% | -5.8% |
| 6M | -4.9% | -12.1% | +7.2% | -5.2% |
| YTD | +14.7% | +215.1% | -200.4% | +10.5% |
| 1Y | +14.7% | +130.4% | -115.7% | +11.7% |
| All | +14.7% | +133.6% | -118.8% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 1y: compounded portfolio wealth divided by compounded AMDL 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…
1y analysis · Full analysis span regression · 6 months rolling