+302.1%
WMB vs AEIS
+546.3%
-244.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.6% |
| 7D | +0.8% | +8.1% | -7.3% | -1.0% |
| 30D | +7.7% | -11.1% | +18.9% | +10.1% |
| 3M | +6.7% | -5.6% | +12.4% | +5.8% |
| 6M | +3.6% | -0.6% | +4.3% | 0.0% |
| YTD | +28.0% | +38.0% | -10.0% | +12.7% |
| 1Y | +37.6% | +87.2% | -49.6% | +10.7% |
| 3Y | +149.0% | +179.7% | -30.7% | +72.3% |
| 5Y | +285.3% | +241.7% | +43.6% | +141.8% |
| 10Y | +302.1% | +547.2% | -245.1% | +77.9% |
| All | +302.1% | +546.3% | -244.3% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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