+58.2%
QQQI vs WPM
+228.3%
-170.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.6% |
| 7D | -0.3% | -0.6% | +0.2% | -0.3% |
| 30D | -0.3% | +14.4% | -14.7% | -2.2% |
| 3M | +1.3% | +37.0% | -35.6% | -3.2% |
| 6M | +11.5% | +4.1% | +7.4% | +9.6% |
| YTD | +11.3% | +31.7% | -20.4% | +6.1% |
| 1Y | +16.9% | +44.2% | -27.3% | +9.9% |
| All | +58.2% | +228.3% | -170.1% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling