+34.7%
WMB vs LOW
-25.6%
+60.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | 0.0% | -0.6% | +0.6% | 0.0% |
| 30D | +4.6% | -9.3% | +13.9% | +4.6% |
| 3M | +5.7% | -8.1% | +13.8% | +5.8% |
| 6M | +4.2% | -19.8% | +24.0% | +5.3% |
| YTD | +26.8% | -16.4% | +43.2% | +27.6% |
| 1Y | +34.7% | -24.7% | +59.3% | +40.6% |
| All | +34.7% | -25.6% | +60.2% | +40.6% |
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