-7.5%
ASML vs QQQM
-4.4%
-3.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.8% | +3.0% |
| 7D | -9.0% | -5.0% | -4.0% | -1.1% |
| 30D | -21.0% | -13.4% | -7.6% | +0.4% |
| 3M | -16.3% | -8.1% | -8.2% | -3.8% |
| 6M | -7.5% | -5.4% | -2.1% | -0.7% |
| All | -7.5% | -4.4% | -3.2% | -0.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling