+308.0%
WMB vs AEP
+177.9%
+130.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | 0.0% | +0.9% | -0.9% | -0.3% |
| 30D | +4.6% | +1.5% | +3.1% | +4.1% |
| 3M | +5.7% | -1.7% | +7.4% | +6.3% |
| 6M | +4.2% | -4.0% | +8.2% | +5.4% |
| YTD | +26.8% | +10.6% | +16.3% | +23.0% |
| 1Y | +34.7% | +18.6% | +16.1% | +27.8% |
| 3Y | +146.8% | +78.7% | +68.1% | +104.5% |
| 5Y | +285.0% | +65.1% | +219.9% | +226.8% |
| All | +308.0% | +177.9% | +130.2% | +243.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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