+149.0%
WMB vs AEP
+80.6%
+68.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.5% | +2.1% |
| 7D | +0.8% | +2.0% | -1.2% | +0.3% |
| 30D | +7.7% | +0.5% | +7.2% | +7.5% |
| 3M | +6.7% | -0.3% | +7.0% | +6.9% |
| 6M | +3.6% | -3.5% | +7.1% | +4.6% |
| YTD | +28.0% | +11.3% | +16.7% | +25.1% |
| 1Y | +37.6% | +20.2% | +17.4% | +32.0% |
| 3Y | +149.0% | +79.8% | +69.3% | +108.4% |
| All | +149.0% | +80.6% | +68.5% | +108.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling