+2.1%
QQQI vs WSM
+35.8%
-33.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.2% | -1.4% | -4.9% |
| 7D | -8.5% | -0.5% | -8.0% | -8.4% |
| 30D | -12.7% | +7.1% | -19.8% | -13.7% |
| 3M | -7.7% | +4.5% | -12.2% | -8.4% |
| 6M | -4.6% | +44.4% | -49.0% | -10.8% |
| YTD | +2.1% | +46.8% | -44.7% | -4.3% |
| 1Y | +2.1% | +31.7% | -29.7% | -3.3% |
| All | +2.1% | +35.8% | -33.7% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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