+116.4%
WMB vs LOW
+29.0%
+87.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -6.9% | +8.7% | -15.6% | -7.2% |
| 30D | -7.2% | +25.5% | -32.6% | -8.5% |
| 3M | -5.4% | +6.6% | -12.0% | -5.5% |
| 6M | -4.9% | +2.4% | -7.3% | -4.5% |
| YTD | +14.7% | -1.7% | +16.4% | +15.4% |
| 1Y | +14.7% | +1.7% | +13.0% | +14.9% |
| 3Y | +116.4% | +26.6% | +89.8% | +104.9% |
| All | +116.4% | +29.0% | +87.4% | +104.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling