-25.9%
ADBE vs QQQM
+11.6%
-37.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +1.1% |
| 7D | -0.5% | -4.6% | +4.1% | -1.0% |
| 30D | +4.1% | -8.5% | +12.6% | +3.3% |
| 3M | -3.5% | -4.3% | +0.8% | -4.1% |
| 6M | -2.2% | +3.1% | -5.2% | -4.2% |
| YTD | -29.0% | +13.1% | -42.1% | -32.4% |
| 1Y | -25.9% | +12.3% | -38.2% | -29.4% |
| All | -25.9% | +11.6% | -37.5% | -29.4% |
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