+149.8%
QQQM vs WM
+100.9%
+48.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -1.3% | -3.1% | +1.9% | -0.7% |
| 30D | -1.4% | -5.3% | +4.0% | -0.3% |
| 3M | +2.2% | -4.2% | +6.4% | +2.6% |
| 6M | +16.9% | -8.1% | +24.9% | +18.5% |
| YTD | +15.7% | -1.4% | +17.1% | +14.7% |
| 1Y | +22.7% | +0.2% | +22.4% | +20.8% |
| 3Y | +93.9% | +43.1% | +50.8% | +65.2% |
| 5Y | +94.6% | +49.8% | +44.7% | +62.0% |
| All | +149.8% | +100.9% | +48.9% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling