+121.3%
WMB vs AEE
+65.0%
+56.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | +7.8% | +1.7% | +6.1% | +7.0% |
| 30D | -5.1% | +9.7% | -14.8% | -9.2% |
| 3M | -4.7% | +5.9% | -10.6% | -7.3% |
| 6M | -7.4% | +6.7% | -14.1% | -10.2% |
| YTD | +17.5% | +17.4% | +0.1% | +9.1% |
| 1Y | +19.5% | +12.7% | +6.8% | +12.9% |
| 3Y | +121.3% | +68.2% | +53.1% | +78.8% |
| All | +121.3% | +65.0% | +56.3% | +78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling