+19.5%
WMB vs AEIS
+4.7%
+14.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.1% |
| 7D | +7.8% | +11.5% | -3.7% | +6.5% |
| 30D | -5.1% | -15.8% | +10.7% | -4.1% |
| 3M | -4.7% | -33.3% | +28.6% | -2.8% |
| 6M | -7.4% | -35.2% | +27.8% | -5.7% |
| YTD | +17.5% | +5.0% | +12.4% | +17.9% |
| 1Y | +19.5% | +8.5% | +11.0% | +19.4% |
| All | +19.5% | +4.7% | +14.8% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling