+280.9%
WMB vs QID
-99.1%
+380.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.6% | +6.8% | +1.0% |
| 7D | +1.6% | -1.1% | +2.7% | +1.7% |
| 30D | -7.1% | +14.4% | -21.5% | -3.4% |
| 3M | -4.0% | +6.7% | -10.7% | -1.7% |
| 6M | -5.7% | +2.6% | -8.3% | -3.9% |
| YTD | +17.2% | -24.2% | +41.4% | +11.1% |
| 1Y | +17.2% | -22.3% | +39.5% | +12.1% |
| 3Y | +121.1% | -72.0% | +193.1% | +69.5% |
| 5Y | +197.2% | -78.2% | +275.3% | +134.2% |
| 10Y | +280.9% | -99.1% | +380.0% | +40.4% |
| All | +280.9% | -99.1% | +380.0% | +40.4% |
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