+23.0%
QQQM vs WMB
+29.2%
-6.1%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | -0.6% | -1.0% | +0.5% | -0.6% |
| 30D | -1.2% | -0.4% | -0.8% | -1.2% |
| 3M | -0.1% | +3.2% | -3.3% | -0.2% |
| 6M | +18.0% | +0.1% | +17.9% | +17.6% |
| YTD | +16.7% | +23.9% | -7.2% | +15.2% |
| 1Y | +23.0% | +27.6% | -4.6% | +23.1% |
| All | +23.0% | +29.2% | -6.1% | +23.1% |
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