+12.3%
QQQM vs WFC
+2.7%
+9.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.3% | +0.7% |
| 7D | -4.6% | +4.5% | -9.1% | -5.1% |
| 30D | -8.5% | +7.4% | -15.9% | -9.3% |
| 3M | -4.3% | -0.5% | -3.8% | -4.2% |
| 6M | +3.1% | +11.7% | -8.6% | +1.2% |
| YTD | +13.1% | -4.6% | +17.7% | +14.5% |
| 1Y | +12.3% | +2.5% | +9.8% | +9.2% |
| All | +12.3% | +2.7% | +9.6% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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