+303.7%
WMB vs AMT
+94.2%
+209.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | +0.6% | -0.2% | +0.8% | +0.6% |
| 30D | +3.3% | +4.6% | -1.4% | +2.0% |
| 3M | +3.1% | -8.4% | +11.6% | +5.1% |
| 6M | -0.7% | -6.0% | +5.3% | +0.3% |
| YTD | +25.2% | +2.1% | +23.0% | +23.4% |
| 1Y | +32.9% | -6.4% | +39.2% | +33.9% |
| 3Y | +140.6% | +8.1% | +132.5% | +126.3% |
| 5Y | +273.5% | -31.9% | +305.4% | +299.2% |
| All | +303.7% | +94.2% | +209.5% | +238.9% |
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