+916.1%
WDC vs QQQM
+95.1%
+821.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.2% |
| 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% | -13.2% |
| 6M | +66.5% | +18.0% | +48.5% | +41.9% |
| YTD | +159.9% | +16.7% | +143.2% | +126.4% |
| 1Y | +366.0% | +23.0% | +342.9% | +286.4% |
| 3Y | +1,285.8% | +93.3% | +1,192.5% | +631.5% |
| All | +916.1% | +95.1% | +821.0% | +394.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling