+35.9%
WM vs QQQI
+51.3%
-15.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.2% |
| 7D | +3.2% | +3.3% | -0.1% | +3.4% |
| 30D | +13.0% | -5.8% | +18.8% | +12.8% |
| 3M | +9.2% | -5.0% | +14.3% | +9.0% |
| 6M | +13.6% | -3.2% | +16.8% | +13.4% |
| YTD | +12.4% | +6.8% | +5.6% | +10.6% |
| 1Y | +21.2% | +9.0% | +12.2% | +18.9% |
| All | +35.9% | +51.3% | -15.4% | +21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling