+94.6%
QQQM vs IWD
+72.1%
+22.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | -1.3% | -2.3% | +1.1% | +1.5% |
| 30D | -1.4% | -1.8% | +0.4% | +0.7% |
| 3M | +2.2% | +8.0% | -5.9% | -6.7% |
| 6M | +16.9% | +17.0% | -0.1% | -2.5% |
| YTD | +15.7% | +21.3% | -5.6% | -7.6% |
| 1Y | +22.7% | +27.9% | -5.3% | -7.9% |
| 3Y | +93.9% | +70.1% | +23.9% | +3.3% |
| 5Y | +94.6% | +74.2% | +20.4% | +3.2% |
| All | +94.6% | +72.1% | +22.5% | +3.2% |
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