+93.9%
QQQ vs WU
-51.6%
+145.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.3% | -0.9% |
| 7D | -1.3% | -5.0% | +3.7% | -0.2% |
| 30D | -1.4% | -2.3% | +0.9% | -1.0% |
| 3M | +2.3% | -3.2% | +5.5% | +1.7% |
| 6M | +16.9% | -25.0% | +41.9% | +23.4% |
| YTD | +15.6% | -21.7% | +37.3% | +20.5% |
| 1Y | +22.6% | -9.0% | +31.6% | +22.1% |
| 3Y | +93.5% | -28.9% | +122.4% | +101.9% |
| 5Y | +93.9% | -51.0% | +144.9% | +120.2% |
| All | +93.9% | -51.6% | +145.5% | +120.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling