+285.3%
WMB vs QID
-80.7%
+366.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.3% |
| 7D | +0.8% | -2.7% | +3.5% | +0.4% |
| 30D | +7.7% | +1.8% | +5.9% | +8.0% |
| 3M | +6.7% | -2.2% | +8.9% | +6.7% |
| 6M | +3.6% | -32.1% | +35.8% | -2.1% |
| YTD | +28.0% | -28.6% | +56.6% | +22.1% |
| 1Y | +37.6% | -36.3% | +73.9% | +29.0% |
| 3Y | +149.0% | -74.4% | +223.4% | +108.3% |
| 5Y | +285.3% | -80.8% | +366.1% | +216.5% |
| All | +285.3% | -80.7% | +366.0% | +216.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling