+292.7%
ASML vs QQQM
+138.1%
+154.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.5% |
| 7D | -2.9% | -1.5% | -1.3% | -0.4% |
| 30D | -15.2% | -10.2% | -5.0% | -0.6% |
| 3M | -12.9% | -6.3% | -6.6% | -4.0% |
| 6M | -5.0% | -4.9% | -0.1% | +3.8% |
| YTD | +41.8% | +10.3% | +31.5% | +27.1% |
| 1Y | +46.0% | +8.8% | +37.2% | +33.5% |
| 3Y | +133.5% | +81.8% | +51.7% | +7.5% |
| 5Y | +92.7% | +79.1% | +13.6% | -6.4% |
| All | +292.7% | +138.1% | +154.6% | +35.5% |
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