+152.5%
QQQM vs WU
-51.7%
+204.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +1.0% | -4.9% | +5.9% | +2.0% |
| 30D | -0.6% | -1.3% | +0.6% | -0.4% |
| 3M | +1.3% | -3.6% | +4.9% | +0.9% |
| 6M | +18.2% | -24.3% | +42.5% | +24.1% |
| YTD | +16.9% | -21.1% | +38.0% | +21.3% |
| 1Y | +24.0% | -10.3% | +34.4% | +24.2% |
| 3Y | +96.0% | -28.4% | +124.4% | +103.9% |
| 5Y | +95.2% | -51.2% | +146.4% | +117.1% |
| All | +152.5% | -51.7% | +204.3% | +178.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling