+285.0%
WMB vs QSR
+43.4%
+241.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | 0.0% | -2.4% | +2.3% | +0.3% |
| 30D | +4.6% | +5.7% | -1.1% | +3.4% |
| 3M | +5.7% | +6.9% | -1.2% | +4.2% |
| 6M | +4.2% | +6.9% | -2.7% | +2.6% |
| YTD | +26.8% | +14.9% | +11.9% | +23.0% |
| 1Y | +34.7% | +29.1% | +5.6% | +27.2% |
| 3Y | +146.8% | +26.1% | +120.7% | +130.4% |
| 5Y | +285.0% | +42.3% | +242.7% | +244.3% |
| All | +285.0% | +43.4% | +241.6% | +244.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling