+27.9%
WMB vs QS
-39.8%
+67.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.1% |
| 7D | -1.7% | -5.0% | +3.3% | -1.6% |
| 30D | +0.7% | -18.3% | +19.0% | +0.9% |
| 3M | +1.5% | -26.0% | +27.5% | +1.9% |
| 6M | +0.1% | -24.0% | +24.1% | 0.0% |
| YTD | +22.9% | -50.3% | +73.2% | +24.3% |
| 1Y | +27.9% | -38.0% | +65.8% | +29.5% |
| All | +27.9% | -39.8% | +67.6% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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