+36.0%
WM vs QQQI
+52.8%
-16.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.6% |
| 7D | +1.2% | +5.6% | -4.5% | +1.5% |
| 30D | +15.2% | -6.5% | +21.7% | +15.0% |
| 3M | +8.3% | -3.4% | +11.7% | +8.2% |
| 6M | +13.1% | -1.6% | +14.8% | +12.9% |
| YTD | +12.5% | +7.8% | +4.7% | +10.8% |
| 1Y | +21.8% | +8.1% | +13.7% | +19.9% |
| All | +36.0% | +52.8% | -16.8% | +21.6% |
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