+631.3%
WMB vs AMT
+1,473.8%
-842.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.2% |
| 7D | -14.2% | +4.4% | -18.6% | -15.4% |
| 30D | -11.2% | +17.7% | -29.0% | -15.7% |
| 3M | -9.9% | +16.7% | -26.5% | -14.3% |
| 6M | -14.4% | +11.1% | -25.5% | -17.8% |
| YTD | +9.2% | +13.9% | -4.6% | +3.6% |
| 1Y | +15.1% | +12.5% | +2.5% | +9.5% |
| 3Y | +99.2% | +13.2% | +86.1% | +85.2% |
| 5Y | +180.2% | -17.9% | +198.1% | +181.9% |
| 10Y | +273.7% | +122.8% | +150.9% | +170.1% |
| All | +631.3% | +1,473.8% | -842.5% | +141.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling