+81.8%
QQQM vs WM
+45.7%
+36.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -1.5% | +1.2% | -2.7% | -1.5% |
| 30D | -10.2% | +13.7% | -23.9% | -9.6% |
| 3M | -6.3% | +5.2% | -11.5% | -5.9% |
| 6M | -4.9% | +11.2% | -16.1% | -4.9% |
| YTD | +10.3% | +9.4% | +0.8% | +10.1% |
| 1Y | +8.8% | +20.4% | -11.6% | +7.0% |
| 3Y | +81.8% | +44.7% | +37.1% | +78.7% |
| All | +81.8% | +45.7% | +36.0% | +78.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling