+20.1%
WM vs QQQI
+57.7%
-37.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -1.2% | +0.8% | -2.0% | -1.2% |
| 30D | -4.5% | +0.2% | -4.6% | -4.5% |
| 3M | -2.2% | +2.3% | -4.5% | -2.3% |
| 6M | -11.5% | +11.6% | -23.1% | -12.7% |
| YTD | -0.7% | +11.3% | -12.0% | -2.0% |
| 1Y | +0.3% | +17.4% | -17.1% | -2.2% |
| All | +20.1% | +57.7% | -37.6% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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