+346.7%
ASML vs QQQM
+153.4%
+193.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +3.9% |
| 7D | +1.1% | +0.4% | +0.7% | +0.5% |
| 30D | +2.2% | +0.2% | +1.9% | +1.8% |
| 3M | -2.3% | -2.8% | +0.5% | +2.8% |
| 6M | +23.0% | +18.1% | +4.9% | -0.9% |
| YTD | +61.1% | +17.4% | +43.7% | +31.3% |
| 1Y | +129.1% | +25.7% | +103.4% | +70.4% |
| 3Y | +165.4% | +94.1% | +71.2% | +10.7% |
| 5Y | +109.5% | +94.9% | +14.6% | -10.2% |
| All | +346.7% | +153.4% | +193.2% | +40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling