+96.4%
QQQM vs WING
-33.2%
+129.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.0% | -5.1% | -0.1% |
| 7D | -0.6% | +7.2% | -7.8% | -1.8% |
| 30D | -1.2% | +4.8% | -6.0% | -2.4% |
| 3M | -0.1% | -23.7% | +23.6% | +3.9% |
| 6M | +18.0% | -43.6% | +61.5% | +28.9% |
| YTD | +16.7% | -50.6% | +67.3% | +29.4% |
| 1Y | +23.0% | -57.0% | +80.1% | +39.5% |
| 3Y | +93.3% | -28.3% | +121.6% | +79.2% |
| All | +96.4% | -33.2% | +129.6% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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