+152.0%
QQQM vs CDW
+27.5%
+124.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.8% | -7.0% | -1.8% |
| 7D | -0.6% | +0.9% | -1.5% | -1.0% |
| 30D | -1.2% | +13.1% | -14.3% | -5.8% |
| 3M | -0.1% | +19.7% | -19.8% | -7.6% |
| 6M | +18.0% | +30.7% | -12.8% | +2.2% |
| YTD | +16.7% | +14.7% | +2.0% | +6.5% |
| 1Y | +23.0% | -5.3% | +28.4% | +22.4% |
| 3Y | +93.3% | -23.8% | +117.2% | +105.6% |
| 5Y | +96.3% | -16.8% | +113.1% | +90.4% |
| All | +152.0% | +27.5% | +124.6% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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