+328.7%
WM vs QID
-99.0%
+427.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.8% | +7.0% | -0.8% |
| 7D | -0.5% | -0.8% | +0.3% | -0.5% |
| 30D | +13.3% | +20.1% | -6.8% | +16.5% |
| 3M | +4.4% | +11.8% | -7.4% | +6.2% |
| 6M | +10.8% | +5.5% | +5.3% | +11.9% |
| YTD | +9.1% | -21.5% | +30.6% | +5.2% |
| 1Y | +19.1% | -22.6% | +41.8% | +14.7% |
| 3Y | +45.7% | -72.3% | +118.0% | +19.3% |
| 5Y | +60.4% | -76.9% | +137.3% | +35.7% |
| 10Y | +328.7% | -99.0% | +427.7% | +110.9% |
| All | +328.7% | -99.0% | +427.8% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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