+1,594.0%
WDC vs QQQM
+152.5%
+1,441.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | +7.5% | +1.0% | +6.5% | +6.1% |
| 30D | +10.1% | -0.6% | +10.7% | +11.1% |
| 3M | -6.8% | +1.3% | -8.1% | -5.8% |
| 6M | +84.1% | +18.2% | +66.0% | +57.5% |
| YTD | +180.3% | +16.9% | +163.3% | +144.9% |
| 1Y | +411.1% | +24.0% | +387.0% | +323.1% |
| 3Y | +1,375.0% | +96.0% | +1,279.0% | +684.3% |
| 5Y | +991.6% | +95.2% | +896.4% | +462.5% |
| All | +1,594.0% | +152.5% | +1,441.5% | +636.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling