+23.0%
QQQM vs WAT
+38.4%
-15.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.7% |
| 7D | -0.6% | -0.3% | -0.3% | -0.5% |
| 30D | -1.2% | -1.9% | +0.7% | -1.0% |
| 3M | -0.1% | +13.5% | -13.6% | -1.7% |
| 6M | +18.0% | +37.2% | -19.3% | +13.3% |
| YTD | +16.7% | +7.5% | +9.2% | +13.8% |
| 1Y | +23.0% | +35.0% | -12.0% | +18.3% |
| All | +23.0% | +38.4% | -15.3% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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