+7.8%
QQQM vs FWONK
+5.3%
+2.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | -5.0% | +15.0% | -20.0% | -5.2% |
| 30D | -13.4% | +11.3% | -24.7% | -13.4% |
| 3M | -8.1% | +6.7% | -14.7% | -8.0% |
| 6M | -5.4% | +19.9% | -25.4% | -6.7% |
| YTD | +7.2% | +7.9% | -0.7% | +6.2% |
| 1Y | +7.8% | +3.0% | +4.8% | +11.4% |
| All | +7.8% | +5.3% | +2.5% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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