+4,918.1%
WMB vs AEM
+3,285.2%
+1,632.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.1% | +6.7% | +2.1% |
| 7D | -6.9% | +13.9% | -20.8% | -8.5% |
| 30D | -7.2% | +0.8% | -7.9% | -7.5% |
| 3M | -5.4% | +5.8% | -11.2% | -6.6% |
| 6M | -4.9% | -1.0% | -3.9% | -5.7% |
| YTD | +14.7% | +13.1% | +1.6% | +11.1% |
| 1Y | +14.7% | +14.4% | +0.3% | +10.9% |
| 3Y | +116.4% | +325.7% | -209.3% | +75.9% |
| 5Y | +198.5% | +273.7% | -75.2% | +143.4% |
| 10Y | +266.3% | +390.1% | -123.8% | +178.9% |
| All | +4,918.1% | +3,285.2% | +1,632.9% | +3,265.5% |
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