+280.9%
WMB vs AEE
+216.2%
+64.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.3% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | -7.1% | +9.7% | -16.8% | -10.3% |
| 3M | -4.0% | +5.8% | -9.8% | -6.0% |
| 6M | -5.7% | +4.5% | -10.2% | -7.3% |
| YTD | +17.2% | +15.8% | +1.3% | +10.9% |
| 1Y | +17.2% | +10.8% | +6.4% | +12.6% |
| 3Y | +121.1% | +62.8% | +58.3% | +85.3% |
| 5Y | +197.2% | +56.1% | +141.1% | +152.6% |
| 10Y | +280.9% | +216.4% | +64.5% | +221.0% |
| All | +280.9% | +216.2% | +64.7% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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