+5,026.7%
WMB vs AEM
+3,205.2%
+1,821.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.5% | +2.4% |
| 7D | +1.6% | +1.4% | +0.2% | +1.3% |
| 30D | -7.1% | -1.2% | -5.9% | -7.2% |
| 3M | -4.0% | +2.5% | -6.5% | -4.9% |
| 6M | -5.7% | -5.1% | -0.6% | -6.1% |
| YTD | +17.2% | +10.4% | +6.8% | +13.8% |
| 1Y | +17.2% | +11.8% | +5.4% | +13.6% |
| 3Y | +121.1% | +315.6% | -194.6% | +80.2% |
| 5Y | +197.2% | +266.3% | -69.1% | +142.8% |
| 10Y | +280.9% | +427.4% | -146.4% | +187.6% |
| All | +5,026.7% | +3,205.2% | +1,821.5% | +3,347.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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