+1,470.7%
WDC vs QQQM
+152.0%
+1,318.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.1% |
| 7D | -4.3% | -0.6% | -3.7% | -3.6% |
| 30D | -1.5% | -1.2% | -0.3% | +0.2% |
| 3M | -15.5% | -0.1% | -15.4% | -13.3% |
| 6M | +66.5% | +18.0% | +48.5% | +42.8% |
| YTD | +159.9% | +16.7% | +143.2% | +127.7% |
| 1Y | +366.0% | +23.0% | +342.9% | +289.3% |
| 3Y | +1,285.8% | +93.3% | +1,192.5% | +647.4% |
| 5Y | +925.6% | +96.3% | +829.3% | +426.5% |
| All | +1,470.7% | +152.0% | +1,318.7% | +585.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 10y: compounded portfolio wealth divided by compounded QQQM 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…
10y analysis · Full analysis span regression · 6 months rolling