+391.7%
APP vs QQQM
+119.4%
+272.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +1.9% |
| 7D | +0.9% | +0.4% | +0.5% | +0.1% |
| 30D | -23.3% | +0.2% | -23.5% | -23.6% |
| 3M | -42.6% | -2.8% | -39.8% | -40.4% |
| 6M | -33.6% | +18.1% | -51.7% | -52.1% |
| YTD | -52.4% | +17.4% | -69.8% | -64.5% |
| 1Y | -35.9% | +25.7% | -61.5% | -57.6% |
| 3Y | +642.2% | +94.1% | +548.1% | +150.6% |
| 5Y | +311.1% | +94.9% | +216.2% | +44.9% |
| All | +391.7% | +119.4% | +272.3% | +38.7% |
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