+23.7%
WMB vs AMIX
-92.3%
+116.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.0% | -3.3% | -6.4% |
| 7D | -8.6% | -25.1% | +16.5% | -8.6% |
| 30D | -4.2% | -54.5% | +50.4% | -4.1% |
| 3M | -4.4% | -91.7% | +87.3% | -4.2% |
| 6M | -8.7% | -79.4% | +70.8% | -11.1% |
| YTD | +15.4% | -86.1% | +101.4% | +11.9% |
| 1Y | +23.7% | -91.6% | +115.3% | +19.7% |
| All | +23.7% | -92.3% | +116.1% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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