+2,876.9%
TQQQ vs WMB
+307.8%
+2,569.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.9% |
| 7D | -1.9% | -1.0% | -0.9% | -1.1% |
| 30D | -4.9% | -0.4% | -4.4% | -5.1% |
| 3M | -6.4% | +3.2% | -9.6% | -10.2% |
| 6M | +44.4% | +0.1% | +44.3% | +40.3% |
| YTD | +35.2% | +23.9% | +11.3% | +8.9% |
| 1Y | +49.5% | +27.6% | +21.9% | +16.2% |
| 3Y | +250.7% | +141.9% | +108.8% | +61.0% |
| 5Y | +104.7% | +273.8% | -169.1% | -32.7% |
| All | +2,876.9% | +307.8% | +2,569.1% | +854.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling