+50,186.6%
QCOM vs WMB
+5,665.3%
+44,521.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +3.3% | +0.6% | +2.8% | +3.2% |
| 30D | +7.7% | +3.3% | +4.4% | +7.0% |
| 3M | -30.1% | +3.1% | -33.2% | -30.6% |
| 6M | +22.8% | -0.7% | +23.5% | +22.7% |
| YTD | +0.2% | +25.2% | -25.0% | -4.4% |
| 1Y | +7.9% | +32.9% | -25.0% | +1.7% |
| 3Y | +55.8% | +140.6% | -84.7% | +30.8% |
| 5Y | +30.1% | +273.5% | -243.4% | +0.4% |
| 10Y | +248.9% | +334.2% | -85.3% | +154.2% |
| All | +50,186.6% | +5,665.3% | +44,521.3% | +15,744.6% |
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