+96.4%
QQQM vs WU
-51.3%
+147.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -0.6% | -3.5% | +2.9% | +0.2% |
| 30D | -1.2% | -2.9% | +1.7% | -0.6% |
| 3M | -0.1% | -2.3% | +2.2% | -0.9% |
| 6M | +18.0% | -25.4% | +43.3% | +24.7% |
| YTD | +16.7% | -21.2% | +37.9% | +21.4% |
| 1Y | +23.0% | -8.9% | +31.9% | +22.5% |
| 3Y | +93.3% | -29.0% | +122.3% | +102.0% |
| All | +96.4% | -51.3% | +147.8% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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