+152.0%
QQQM vs WCN
+58.5%
+93.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | -3.1% | +2.5% | +0.4% |
| 30D | -1.2% | -3.4% | +2.2% | -0.2% |
| 3M | -0.1% | +3.0% | -3.1% | -1.7% |
| 6M | +18.0% | -3.8% | +21.7% | +18.6% |
| YTD | +16.7% | -8.3% | +25.0% | +19.4% |
| 1Y | +23.0% | -9.7% | +32.8% | +26.4% |
| 3Y | +93.3% | +17.2% | +76.2% | +70.8% |
| 5Y | +96.3% | +25.3% | +71.0% | +62.7% |
| All | +152.0% | +58.5% | +93.6% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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