+242.0%
TQQQ vs WMB
+137.7%
+104.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -1.3% |
| 7D | -3.9% | -1.7% | -2.3% | -2.9% |
| 30D | -5.3% | +0.7% | -6.0% | -6.1% |
| 3M | +0.1% | +1.5% | -1.4% | -2.3% |
| 6M | +40.7% | +0.1% | +40.6% | +36.8% |
| YTD | +31.8% | +22.9% | +8.9% | +6.9% |
| 1Y | +48.2% | +27.9% | +20.4% | +14.3% |
| All | +242.0% | +137.7% | +104.2% | +84.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling