+264.5%
WMB vs AMT
+113.8%
+150.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.4% |
| 7D | -13.8% | +0.5% | -14.4% | -14.0% |
| 30D | -10.3% | +13.6% | -23.9% | -13.4% |
| 3M | -10.1% | +11.5% | -21.5% | -12.8% |
| 6M | -11.8% | +6.9% | -18.8% | -14.0% |
| YTD | +8.9% | +10.8% | -1.9% | +5.0% |
| 1Y | +14.0% | +10.3% | +3.6% | +9.9% |
| 3Y | +100.5% | +12.4% | +88.1% | +87.3% |
| 5Y | +179.5% | -20.1% | +199.6% | +184.8% |
| All | +264.5% | +113.8% | +150.7% | +202.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling