+10.1%
WMB vs AMRZ
-17.5%
+27.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | -0.4% |
| 7D | -13.8% | +1.2% | -15.0% | -13.6% |
| 30D | -10.3% | +15.1% | -25.4% | -9.3% |
| 3M | -10.1% | -18.1% | +8.0% | -11.0% |
| 6M | -11.8% | -23.5% | +11.6% | -12.7% |
| YTD | +8.9% | -21.6% | +30.6% | +8.4% |
| 1Y | +14.0% | -14.7% | +28.7% | +14.5% |
| All | +10.1% | -17.5% | +27.6% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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