+21.5%
WM vs QQQI
+58.2%
-36.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | -2.4% | +1.0% | -3.3% | -2.4% |
| 3M | +0.4% | -1.2% | +1.6% | +0.7% |
| 6M | -9.5% | +11.6% | -21.1% | -10.7% |
| YTD | +0.5% | +11.7% | -11.2% | -0.9% |
| 1Y | -1.1% | +18.7% | -19.8% | -3.8% |
| All | +21.5% | +58.2% | -36.7% | +8.8% |
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