+35,000.4%
TQQQ vs WMB
+890.0%
+34,110.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.8% |
| 7D | +4.4% | +0.8% | +3.6% | +3.7% |
| 30D | -3.1% | +7.7% | -10.8% | -8.2% |
| 3M | -5.2% | +6.7% | -11.9% | -10.3% |
| 6M | +52.4% | +3.6% | +48.8% | +45.7% |
| YTD | +37.4% | +28.0% | +9.4% | +13.4% |
| 1Y | +56.0% | +37.6% | +18.4% | +21.7% |
| 3Y | +268.7% | +149.0% | +119.7% | +97.0% |
| 5Y | +101.2% | +285.3% | -184.1% | -17.1% |
| 10Y | +2,840.4% | +302.1% | +2,538.3% | +1,065.8% |
| All | +35,000.4% | +890.0% | +34,110.4% | +3,331.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling