+558.6%
QQQ vs WU
-39.1%
+597.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | -0.6% | -3.5% | +2.9% | +0.5% |
| 30D | -1.2% | -2.9% | +1.7% | -0.4% |
| 3M | -0.2% | -2.3% | +2.1% | -1.1% |
| 6M | +17.9% | -25.4% | +43.3% | +27.1% |
| YTD | +16.6% | -21.2% | +37.8% | +23.1% |
| 1Y | +23.0% | -8.9% | +31.8% | +22.6% |
| 3Y | +92.9% | -29.0% | +121.9% | +104.8% |
| 5Y | +95.6% | -50.7% | +146.3% | +134.1% |
| All | +558.6% | -39.1% | +597.7% | +581.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling