+153.2%
QQQM vs WING
-7.6%
+160.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | -0.7% | -6.0% | +5.4% | +0.1% |
| 3M | +0.4% | -23.5% | +23.9% | +4.5% |
| 6M | +20.1% | -52.0% | +72.0% | +35.6% |
| YTD | +17.2% | -53.8% | +71.0% | +31.9% |
| 1Y | +24.7% | -63.8% | +88.5% | +46.8% |
| 3Y | +96.6% | -30.8% | +127.3% | +84.8% |
| 5Y | +95.0% | -34.3% | +129.3% | +71.3% |
| All | +153.2% | -7.6% | +160.8% | +100.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling