+127.8%
AAPL vs QQQM
+95.1%
+32.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.0% |
| 7D | +3.8% | -0.6% | +4.4% | +4.3% |
| 30D | +9.9% | -1.2% | +11.1% | +10.9% |
| 3M | +12.5% | -0.1% | +12.6% | +11.3% |
| 6M | +27.6% | +18.0% | +9.7% | +7.6% |
| YTD | +22.6% | +16.7% | +5.9% | +4.2% |
| 1Y | +45.0% | +23.0% | +21.9% | +16.8% |
| 3Y | +87.8% | +93.3% | -5.6% | -3.2% |
| All | +127.8% | +95.1% | +32.7% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling