+295.4%
WMB vs AON
+209.9%
+85.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.5% |
| 7D | -1.7% | -5.9% | +4.2% | +0.5% |
| 30D | +0.7% | -13.7% | +14.4% | +5.9% |
| 3M | +1.5% | -8.3% | +9.8% | +3.7% |
| 6M | +0.1% | -3.6% | +3.7% | -0.4% |
| YTD | +22.9% | -12.4% | +35.3% | +26.5% |
| 1Y | +27.9% | -14.6% | +42.5% | +32.9% |
| 3Y | +139.1% | -5.7% | +144.9% | +133.6% |
| 5Y | +270.9% | +9.1% | +261.8% | +227.0% |
| All | +295.4% | +209.9% | +85.5% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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