+49,194.2%
QCOM vs WMB
+4,918.5%
+44,275.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +0.4% | -13.8% | +14.2% | +3.2% |
| 30D | -6.6% | -10.3% | +3.7% | -4.8% |
| 3M | +3.7% | -10.1% | +13.7% | +5.5% |
| 6M | -13.3% | -11.8% | -1.5% | -11.6% |
| YTD | -1.8% | +8.9% | -10.7% | -3.9% |
| 1Y | -2.5% | +14.0% | -16.5% | -5.5% |
| 3Y | +47.0% | +100.5% | -53.6% | +27.5% |
| 5Y | +13.1% | +179.5% | -166.4% | -7.9% |
| 10Y | +224.7% | +272.7% | -48.1% | +143.3% |
| All | +49,194.2% | +4,918.5% | +44,275.7% | +15,818.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 all: compounded portfolio wealth divided by compounded WMB 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…
all analysis · Full analysis span regression · 6 months rolling