+5,376.0%
WMB vs AEM
+3,538.8%
+1,837.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +0.6% | -0.5% | +1.1% | +0.6% |
| 30D | +3.3% | +24.0% | -20.8% | +0.3% |
| 3M | +3.1% | +16.1% | -13.0% | +0.7% |
| 6M | -0.7% | -11.6% | +10.9% | -0.1% |
| YTD | +25.2% | +21.5% | +3.6% | +20.6% |
| 1Y | +32.9% | +39.2% | -6.3% | +25.5% |
| 3Y | +140.6% | +347.4% | -206.9% | +94.9% |
| 5Y | +273.5% | +290.1% | -16.7% | +203.7% |
| 10Y | +334.2% | +357.8% | -23.6% | +233.7% |
| All | +5,376.0% | +3,538.8% | +1,837.2% | +3,553.3% |
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