+23.7%
WMB vs QSR
+23.8%
-0.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.5% | -11.8% | -5.5% |
| 7D | -8.6% | +5.2% | -13.8% | -7.7% |
| 30D | -4.2% | +12.2% | -16.3% | -2.9% |
| 3M | -4.4% | +7.0% | -11.5% | -3.7% |
| 6M | -8.7% | -0.3% | -8.4% | -7.7% |
| YTD | +15.4% | +18.0% | -2.6% | +18.9% |
| 1Y | +23.7% | +22.6% | +1.1% | +27.6% |
| All | +23.7% | +23.8% | -0.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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