+358.7%
ALAB vs QQQM
+63.3%
+295.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -2.7% |
| 7D | +0.6% | -1.3% | +1.9% | +3.9% |
| 30D | -8.8% | -1.4% | -7.4% | -5.2% |
| 3M | -14.0% | +2.2% | -16.2% | -12.8% |
| 6M | +144.3% | +16.9% | +127.4% | +87.2% |
| YTD | +71.0% | +15.7% | +55.4% | +35.1% |
| 1Y | +23.5% | +22.7% | +0.8% | -12.5% |
| All | +358.7% | +63.3% | +295.4% | +92.8% |
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