+51.0%
ASML vs QQQM
+11.8%
+39.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -2.0% |
| 7D | +2.5% | -0.2% | +2.8% | +3.1% |
| 30D | -12.2% | -7.5% | -4.7% | +0.4% |
| 3M | -14.6% | -3.8% | -10.8% | -8.6% |
| 6M | -1.7% | -3.0% | +1.3% | +4.6% |
| YTD | +44.3% | +12.8% | +31.5% | +19.6% |
| 1Y | +51.0% | +11.6% | +39.4% | +27.3% |
| All | +51.0% | +11.8% | +39.2% | +27.3% |
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 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