+78.1%
QQQM vs IWD
+72.9%
+5.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | +3.6% | +2.3% | +1.3% | +1.0% |
| 30D | -6.7% | +3.6% | -10.3% | -10.4% |
| 3M | -7.0% | +2.2% | -9.2% | -9.3% |
| 6M | -4.6% | +13.0% | -17.6% | -17.2% |
| YTD | +11.1% | +26.5% | -15.4% | -15.6% |
| 1Y | +12.3% | +30.1% | -17.8% | -17.5% |
| 3Y | +83.6% | +84.9% | -1.2% | -12.0% |
| All | +78.1% | +72.9% | +5.2% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 5y: compounded portfolio wealth divided by compounded IWD 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…
5y analysis · Full analysis span regression · 6 months rolling