-55.9%
ADBE vs QQQM
+92.3%
-148.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -1.7% |
| 7D | -12.9% | -1.3% | -11.7% | -12.3% |
| 30D | -5.6% | -1.4% | -4.3% | -4.9% |
| 3M | +6.6% | +2.2% | +4.4% | +3.8% |
| 6M | -9.6% | +16.9% | -26.4% | -21.1% |
| YTD | -28.9% | +15.7% | -44.6% | -37.5% |
| 1Y | -28.9% | +22.7% | -51.6% | -40.9% |
| All | -55.9% | +92.3% | -148.2% | -77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling