+24.0%
QQQM vs WM
+0.5%
+23.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.5% |
| 7D | +1.0% | -1.2% | +2.2% | +0.6% |
| 30D | -0.6% | -4.5% | +3.9% | -2.3% |
| 3M | +1.3% | -2.2% | +3.5% | +0.7% |
| 6M | +18.2% | -11.5% | +29.7% | +15.8% |
| YTD | +16.9% | -0.7% | +17.6% | +17.5% |
| 1Y | +24.0% | +0.3% | +23.7% | +26.2% |
| All | +24.0% | +0.5% | +23.5% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling