+94.5%
QQQ vs WMB
+285.8%
-191.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | -0.6% | +4.6% | -5.2% | -2.0% |
| 3M | +1.3% | +5.7% | -4.4% | -0.7% |
| 6M | +18.1% | +4.2% | +13.9% | +15.9% |
| YTD | +16.9% | +26.8% | -10.0% | +7.5% |
| 1Y | +24.0% | +34.7% | -10.7% | +11.4% |
| 3Y | +95.6% | +146.8% | -51.2% | +42.8% |
| 5Y | +94.5% | +285.0% | -190.5% | +32.3% |
| All | +94.5% | +285.8% | -191.3% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling