+136.3%
WMB vs QQQI
+58.1%
+78.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +0.8% | +1.3% | -0.5% | +0.3% |
| 30D | +7.7% | +0.2% | +7.5% | +7.6% |
| 3M | +6.7% | +1.5% | +5.2% | +5.8% |
| 6M | +3.6% | +13.2% | -9.6% | -2.5% |
| YTD | +28.0% | +11.6% | +16.4% | +21.1% |
| 1Y | +37.6% | +18.0% | +19.6% | +26.2% |
| All | +136.3% | +58.1% | +78.2% | +89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling