+93.9%
QQQ vs WMB
+147.6%
-53.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.3% | -0.6% |
| 7D | +1.5% | +0.8% | +0.7% | +1.3% |
| 30D | -0.6% | +7.7% | -8.4% | -2.3% |
| 3M | +0.4% | +6.7% | -6.3% | -1.4% |
| 6M | +20.1% | +3.6% | +16.4% | +18.4% |
| YTD | +17.2% | +28.0% | -10.8% | +8.7% |
| 1Y | +24.7% | +37.6% | -12.9% | +12.5% |
| All | +93.9% | +147.6% | -53.7% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling