+124.7%
LITE vs WMB
+14.8%
+109.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +5.9% | +5.9% |
| 7D | -35.9% | -13.8% | -22.1% | -25.1% |
| 30D | -51.5% | -10.3% | -41.2% | -44.8% |
| 3M | -35.7% | -10.1% | -25.7% | -26.9% |
| 6M | -43.0% | -11.8% | -31.1% | -34.6% |
| YTD | +46.1% | +8.9% | +37.2% | +58.6% |
| 1Y | +124.7% | +14.0% | +110.7% | +130.6% |
| All | +124.7% | +14.8% | +109.9% | +130.6% |
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