+266.3%
WMB vs AMT
+125.6%
+140.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | -6.9% | +1.6% | -8.6% | -7.4% |
| 30D | -7.2% | +4.5% | -11.6% | -8.3% |
| 3M | -5.4% | +13.8% | -19.2% | -8.8% |
| 6M | -4.9% | +10.0% | -14.9% | -7.9% |
| YTD | +14.7% | +11.8% | +2.9% | +10.2% |
| 1Y | +14.7% | +10.2% | +4.5% | +10.6% |
| 3Y | +116.4% | +15.1% | +101.2% | +100.4% |
| 5Y | +198.5% | -18.8% | +217.4% | +203.0% |
| 10Y | +266.3% | +133.7% | +132.6% | +189.0% |
| All | +266.3% | +125.6% | +140.7% | +189.0% |
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