+278.8%
WMB vs LII
+25.3%
+253.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | 0.0% |
| 7D | +0.6% | -0.7% | +1.3% | +0.6% |
| 30D | +3.3% | -12.6% | +15.9% | +5.1% |
| 3M | +3.1% | -24.4% | +27.6% | +6.4% |
| 6M | -0.7% | -28.7% | +28.0% | +3.2% |
| YTD | +25.2% | -19.1% | +44.3% | +27.0% |
| 1Y | +32.9% | -29.7% | +62.6% | +37.8% |
| 3Y | +140.6% | +4.8% | +135.8% | +124.5% |
| All | +278.8% | +25.3% | +253.5% | +231.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling