+232.7%
LITE vs WMB
+22.7%
+210.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -6.4% | -1.5% | -1.8% |
| 7D | -31.4% | -8.6% | -22.8% | -24.6% |
| 30D | -42.6% | -4.2% | -38.4% | -39.1% |
| 3M | -26.2% | -4.4% | -21.8% | -21.5% |
| 6M | -35.8% | -8.7% | -27.1% | -29.7% |
| YTD | +70.0% | +15.4% | +54.7% | +62.4% |
| 1Y | +232.7% | +23.7% | +209.0% | +179.6% |
| All | +232.7% | +22.7% | +210.1% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling