+23.7%
WMB vs AMT
+13.5%
+10.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.0% | -10.4% | -6.4% |
| 7D | -8.6% | +6.0% | -14.7% | -8.7% |
| 30D | -4.2% | +20.1% | -24.3% | -5.1% |
| 3M | -4.4% | +12.4% | -16.8% | -4.9% |
| 6M | -8.7% | +9.9% | -18.6% | -9.0% |
| YTD | +15.4% | +14.4% | +1.0% | +14.4% |
| 1Y | +23.7% | +12.4% | +11.3% | +23.1% |
| All | +23.7% | +13.5% | +10.2% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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