+527.5%
APP vs QQQM
+107.7%
+419.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +5.9% |
| 7D | +4.6% | +3.6% | +1.0% | -1.5% |
| 30D | +56.0% | -6.7% | +62.7% | +71.2% |
| 3M | +30.8% | -7.0% | +37.9% | +43.9% |
| 6M | -9.8% | -4.6% | -5.2% | -6.3% |
| YTD | -39.3% | +11.1% | -50.4% | -51.7% |
| 1Y | -26.4% | +12.3% | -38.8% | -42.3% |
| 3Y | +887.9% | +83.6% | +804.3% | +255.2% |
| 5Y | +264.1% | +78.1% | +186.0% | +44.5% |
| All | +527.5% | +107.7% | +419.8% | +88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling