-60.9%
ADBE vs QQQM
+95.1%
-156.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.5% |
| 7D | -5.4% | -0.6% | -4.8% | -4.8% |
| 30D | -2.5% | -1.2% | -1.3% | -1.4% |
| 3M | +15.3% | -0.1% | +15.4% | +13.6% |
| 6M | -7.8% | +18.0% | -25.8% | -24.2% |
| YTD | -27.9% | +16.7% | -44.6% | -40.2% |
| 1Y | -28.0% | +23.0% | -51.1% | -44.0% |
| 3Y | -55.3% | +93.3% | -148.7% | -79.8% |
| All | -60.9% | +95.1% | -156.0% | -81.3% |
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