+285.3%
WMB vs LOW
+8.3%
+277.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +7.7% | -10.1% | +17.8% | +9.7% |
| 3M | +6.7% | -2.9% | +9.6% | +6.8% |
| 6M | +3.6% | -19.4% | +23.0% | +7.5% |
| YTD | +28.0% | -15.4% | +43.4% | +31.1% |
| 1Y | +37.6% | -24.9% | +62.6% | +44.5% |
| 3Y | +149.0% | -7.8% | +156.8% | +145.6% |
| 5Y | +285.3% | +8.4% | +276.9% | +245.1% |
| All | +285.3% | +8.3% | +277.1% | +245.1% |
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