+285.3%
WMB vs AEE
+43.4%
+241.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +1.8% |
| 7D | +0.8% | +1.3% | -0.5% | +0.2% |
| 30D | +7.7% | -1.2% | +9.0% | +8.4% |
| 3M | +6.7% | +1.0% | +5.7% | +6.2% |
| 6M | +3.6% | -2.3% | +5.9% | +4.6% |
| YTD | +28.0% | +9.1% | +18.9% | +22.6% |
| 1Y | +37.6% | +10.6% | +27.1% | +30.8% |
| 3Y | +149.0% | +48.5% | +100.5% | +106.0% |
| 5Y | +285.3% | +39.9% | +245.4% | +231.0% |
| All | +285.3% | +43.4% | +241.9% | +231.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling