+34.3%
ARM vs QQQM
+10.7%
+23.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.0% |
| 7D | +19.8% | +6.2% | +13.6% | +3.0% |
| 30D | -21.8% | -7.4% | -14.3% | -2.0% |
| 3M | -26.5% | -4.8% | -21.7% | -12.9% |
| 6M | -3.9% | -2.4% | -1.5% | +13.3% |
| YTD | +82.8% | +12.4% | +70.3% | +62.5% |
| 1Y | +34.3% | +11.4% | +22.9% | +21.6% |
| All | +34.3% | +10.7% | +23.6% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling