+178.3%
AAPL vs QQQM
+149.8%
+28.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.6% | +4.5% |
| 7D | -0.5% | -1.3% | +0.8% | +0.6% |
| 30D | +7.1% | -1.4% | +8.5% | +8.2% |
| 3M | +12.1% | +2.2% | +9.9% | +8.4% |
| 6M | +25.4% | +16.9% | +8.5% | +6.0% |
| YTD | +20.5% | +15.7% | +4.8% | +2.6% |
| 1Y | +44.5% | +22.7% | +21.9% | +15.8% |
| 3Y | +85.8% | +93.9% | -8.2% | -6.8% |
| 5Y | +124.8% | +94.6% | +30.2% | +11.6% |
| All | +178.3% | +149.8% | +28.5% | +3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling