+127.0%
WMB vs QQQI
+57.7%
+69.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.3% |
| 7D | -1.8% | -0.3% | -1.4% | -1.6% |
| 30D | -1.2% | -0.3% | -0.9% | -1.1% |
| 3M | +2.5% | +1.3% | +1.1% | +1.7% |
| 6M | -0.7% | +11.5% | -12.1% | -5.9% |
| YTD | +23.0% | +11.3% | +11.7% | +16.5% |
| 1Y | +26.7% | +16.9% | +9.8% | +16.7% |
| All | +127.0% | +57.7% | +69.3% | +82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling