+542.4%
QQQ vs WMB
+284.4%
+258.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +6.4% | +8.1% | -1.7% | +4.2% |
| 30D | -7.5% | -6.9% | -0.6% | -5.8% |
| 3M | -4.8% | -5.1% | +0.3% | -3.8% |
| 6M | -2.5% | -5.7% | +3.2% | -1.6% |
| YTD | +12.4% | +18.1% | -5.7% | +6.1% |
| 1Y | +11.3% | +18.4% | -7.1% | +4.9% |
| 3Y | +85.0% | +122.7% | -37.8% | +44.7% |
| 5Y | +79.6% | +202.0% | -122.4% | +28.4% |
| All | +542.4% | +284.4% | +258.0% | +313.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling