+126.9%
WMB vs QQQI
+56.3%
+70.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -1.7% | -1.0% | -0.6% | -1.3% |
| 30D | +0.7% | -0.6% | +1.3% | +0.9% |
| 3M | +1.5% | +3.4% | -1.8% | -0.2% |
| 6M | +0.1% | +10.6% | -10.6% | -4.9% |
| YTD | +22.9% | +10.3% | +12.6% | +16.8% |
| 1Y | +27.9% | +16.3% | +11.5% | +17.9% |
| All | +126.9% | +56.3% | +70.6% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 3y: compounded portfolio wealth divided by compounded QQQI 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…
3y analysis · Full analysis span regression · 6 months rolling