+49.5%
TQQQ vs WMB
+29.2%
+20.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.6% |
| 7D | -1.9% | -1.0% | -0.9% | -1.9% |
| 30D | -4.9% | -0.4% | -4.4% | -4.8% |
| 3M | -6.4% | +3.2% | -9.6% | -6.7% |
| 6M | +44.4% | +0.1% | +44.3% | +43.0% |
| YTD | +35.2% | +23.9% | +11.3% | +30.0% |
| 1Y | +49.5% | +27.6% | +21.9% | +49.9% |
| All | +49.5% | +29.2% | +20.3% | +49.9% |
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 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