+94.6%
QQQM vs WMB
+270.0%
-175.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.2% |
| 7D | -1.3% | -1.7% | +0.4% | -0.8% |
| 30D | -1.4% | +0.7% | -2.1% | -1.7% |
| 3M | +2.2% | +1.5% | +0.7% | +1.3% |
| 6M | +16.9% | +0.1% | +16.8% | +16.0% |
| YTD | +15.7% | +22.9% | -7.3% | +7.4% |
| 1Y | +22.7% | +27.9% | -5.2% | +12.0% |
| 3Y | +93.9% | +139.1% | -45.2% | +42.9% |
| 5Y | +94.6% | +270.9% | -176.4% | +33.9% |
| All | +94.6% | +270.0% | -175.5% | +33.9% |
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 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