+1,314.0%
ANET vs QQQM
+152.0%
+1,162.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +4.5% |
| 7D | +3.0% | -0.6% | +3.6% | +3.8% |
| 30D | -5.2% | -1.2% | -4.0% | -3.6% |
| 3M | +27.6% | -0.1% | +27.7% | +28.8% |
| 6M | +44.4% | +18.0% | +26.4% | +18.4% |
| YTD | +52.3% | +16.7% | +35.6% | +27.3% |
| 1Y | +30.4% | +23.0% | +7.4% | +2.4% |
| 3Y | +313.3% | +93.3% | +219.9% | +105.5% |
| 5Y | +810.0% | +96.3% | +713.7% | +350.2% |
| All | +1,314.0% | +152.0% | +1,162.0% | +459.8% |
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 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