+58.2%
QQQI vs WSM
+134.4%
-76.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.7% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | -0.3% | -7.7% | +7.4% | +1.0% |
| 3M | +1.3% | +3.8% | -2.4% | +0.5% |
| 6M | +11.5% | +22.7% | -11.2% | +7.3% |
| YTD | +11.3% | +28.0% | -16.7% | +6.1% |
| 1Y | +16.9% | +12.7% | +4.2% | +13.6% |
| All | +58.2% | +134.4% | -76.2% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling