+200.8%
WMB vs LOW
+6.6%
+194.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +7.8% | +1.4% | +6.4% | +7.6% |
| 30D | -5.1% | +21.7% | -26.8% | -8.2% |
| 3M | -4.7% | +5.0% | -9.7% | -5.5% |
| 6M | -7.4% | +4.6% | -12.0% | -8.3% |
| YTD | +17.5% | -3.5% | +21.0% | +17.6% |
| 1Y | +19.5% | +0.5% | +18.9% | +18.5% |
| 3Y | +121.3% | +24.8% | +96.5% | +104.3% |
| All | +200.8% | +6.6% | +194.3% | +172.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling