+619.5%
APP vs QQQM
+94.4%
+525.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -1.7% |
| 7D | -4.4% | +1.0% | -5.4% | -6.2% |
| 30D | -10.0% | -0.6% | -9.4% | -9.1% |
| 3M | -41.4% | +1.3% | -42.7% | -43.3% |
| 6M | -41.0% | +18.2% | -59.2% | -58.7% |
| YTD | -54.7% | +16.9% | -71.6% | -66.8% |
| 1Y | -45.3% | +24.0% | -69.4% | -64.3% |
| All | +619.5% | +94.4% | +525.1% | +141.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling