+48.4%
ASML vs QQQM
+9.3%
+39.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.6% |
| 7D | -2.9% | -1.5% | -1.3% | -0.2% |
| 30D | -15.2% | -10.2% | -5.0% | +2.0% |
| 3M | -12.9% | -6.3% | -6.6% | -2.6% |
| 6M | -5.0% | -4.9% | -0.1% | +4.4% |
| YTD | +41.8% | +10.3% | +31.5% | +22.1% |
| All | +48.4% | +9.3% | +39.1% | +30.0% |
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