+149.8%
QQQM vs WY
-5.6%
+155.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.2% |
| 7D | -1.3% | -3.7% | +2.4% | 0.0% |
| 30D | -1.4% | -11.3% | +9.9% | +2.6% |
| 3M | +2.2% | -8.1% | +10.3% | +4.6% |
| 6M | +16.9% | -7.4% | +24.3% | +18.9% |
| YTD | +15.7% | -4.7% | +20.4% | +15.8% |
| 1Y | +22.7% | -9.2% | +31.9% | +24.8% |
| 3Y | +93.9% | -24.7% | +118.6% | +107.7% |
| 5Y | +94.6% | -21.6% | +116.1% | +108.8% |
| All | +149.8% | -5.6% | +155.4% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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