+34.7%
WMB vs QID
-35.9%
+70.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | 0.0% | -1.9% | +1.9% | 0.0% |
| 30D | +4.6% | +1.7% | +2.9% | +4.6% |
| 3M | +5.7% | -3.9% | +9.7% | +5.6% |
| 6M | +4.2% | -30.0% | +34.2% | +3.0% |
| YTD | +26.8% | -28.2% | +55.1% | +25.5% |
| 1Y | +34.7% | -35.6% | +70.3% | +40.6% |
| All | +34.7% | -35.9% | +70.5% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling