+96.4%
QQQM vs IWF
+73.7%
+22.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.1% |
| 7D | -0.6% | -0.9% | +0.4% | +0.4% |
| 30D | -1.2% | -1.7% | +0.5% | +0.6% |
| 3M | -0.1% | +0.7% | -0.8% | -0.8% |
| 6M | +18.0% | +8.6% | +9.4% | +8.5% |
| YTD | +16.7% | +3.5% | +13.2% | +12.7% |
| 1Y | +23.0% | +7.0% | +16.0% | +14.8% |
| 3Y | +93.3% | +76.3% | +17.0% | +7.1% |
| All | +96.4% | +73.7% | +22.8% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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