+26.9%
WMT vs QQQM
+5.3%
+21.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -2.3% |
| 7D | +5.3% | -9.4% | +14.7% | +3.4% |
| 30D | +19.1% | -14.7% | +33.8% | +15.8% |
| 3M | +14.0% | -9.6% | +23.5% | +11.8% |
| 6M | -1.9% | -4.7% | +2.8% | -3.1% |
| YTD | +15.4% | +5.9% | +9.5% | +13.1% |
| 1Y | +26.9% | +4.5% | +22.4% | +24.0% |
| All | +26.9% | +5.3% | +21.6% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling