+11.3%
QQQ vs WMB
+18.2%
-6.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +6.4% | +8.1% | -1.7% | +5.7% |
| 30D | -7.5% | -6.9% | -0.6% | -7.6% |
| 3M | -4.8% | -5.1% | +0.3% | -4.9% |
| 6M | -2.5% | -5.7% | +3.2% | -2.9% |
| YTD | +12.4% | +18.1% | -5.7% | +10.9% |
| 1Y | +11.3% | +18.4% | -7.1% | +9.9% |
| All | +11.3% | +18.2% | -6.9% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling