+850.7%
APP vs QQQM
+86.1%
+764.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | +10.6% | +6.2% | +4.4% | +0.6% |
| 30D | +44.6% | -7.4% | +52.0% | +61.8% |
| 3M | +29.6% | -4.8% | +34.4% | +37.3% |
| 6M | -19.8% | -2.4% | -17.3% | -20.0% |
| YTD | -41.6% | +12.4% | -54.0% | -55.5% |
| 1Y | -32.7% | +11.4% | -44.1% | -47.5% |
| All | +850.7% | +86.1% | +764.6% | +230.3% |
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