+1,103.8%
LITE vs WMB
+98.2%
+1,005.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -5.3% | -13.4% | -13.8% |
| 7D | -44.6% | -14.2% | -30.4% | -35.4% |
| 30D | -55.0% | -11.2% | -43.8% | -49.0% |
| 3M | -38.3% | -9.9% | -28.4% | -31.0% |
| 6M | -48.8% | -14.4% | -34.4% | -40.4% |
| YTD | +38.3% | +9.2% | +29.0% | +31.2% |
| 1Y | +119.0% | +15.1% | +103.9% | +99.1% |
| All | +1,103.8% | +98.2% | +1,005.6% | +760.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling