+23.7%
WMB vs LOW
-0.5%
+24.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.5% | -13.9% | -5.6% |
| 7D | -8.6% | +15.6% | -24.2% | -7.6% |
| 30D | -4.2% | +28.6% | -32.8% | -3.0% |
| 3M | -4.4% | +5.8% | -10.3% | -3.3% |
| 6M | -8.7% | +3.8% | -12.5% | -7.3% |
| YTD | +15.4% | -2.8% | +18.2% | +17.0% |
| 1Y | +23.7% | -1.4% | +25.1% | +25.3% |
| All | +23.7% | -0.5% | +24.2% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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