+152.0%
QQQM vs FWONK
+164.4%
-12.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -1.2% | -7.7% | +6.5% | +1.4% |
| 3M | -0.1% | +5.7% | -5.8% | -2.5% |
| 6M | +18.0% | +13.5% | +4.5% | +11.9% |
| YTD | +16.7% | -3.0% | +19.7% | +16.8% |
| 1Y | +23.0% | -6.4% | +29.5% | +24.5% |
| 3Y | +93.3% | +43.8% | +49.5% | +62.0% |
| 5Y | +96.3% | +98.6% | -2.3% | +44.5% |
| All | +152.0% | +164.4% | -12.4% | +62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling