+797.2%
WMB vs AEE
+879.2%
-82.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.4% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | -7.1% | +9.7% | -16.8% | -12.9% |
| 3M | -4.0% | +5.8% | -9.8% | -7.7% |
| 6M | -5.7% | +4.5% | -10.2% | -8.8% |
| YTD | +17.2% | +15.8% | +1.3% | +5.4% |
| 1Y | +17.2% | +10.8% | +6.4% | +8.5% |
| 3Y | +121.1% | +62.8% | +58.3% | +55.4% |
| 5Y | +197.2% | +56.1% | +141.1% | +110.8% |
| 10Y | +280.9% | +216.4% | +64.5% | +37.4% |
| All | +797.2% | +879.2% | -82.0% | +37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling