+382.3%
APP vs QQQM
+116.2%
+266.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +5.0% |
| 7D | +0.3% | -1.3% | +1.5% | +2.5% |
| 30D | -1.3% | -1.4% | 0.0% | +0.9% |
| 3M | -36.2% | +2.2% | -38.4% | -39.3% |
| 6M | -34.1% | +16.9% | -51.0% | -51.7% |
| YTD | -53.3% | +15.7% | -69.0% | -64.3% |
| 1Y | -44.5% | +22.7% | -67.2% | -61.8% |
| 3Y | +646.7% | +93.9% | +552.7% | +152.5% |
| 5Y | +306.4% | +94.6% | +211.9% | +45.0% |
| All | +382.3% | +116.2% | +266.1% | +39.5% |
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