+336.8%
AVGO vs QQQM
+94.0%
+242.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.2% |
| 7D | +1.1% | -0.6% | +1.7% | +2.1% |
| 30D | -13.0% | -1.2% | -11.8% | -11.2% |
| 3M | -6.0% | -0.1% | -5.9% | -6.0% |
| 6M | +6.4% | +18.0% | -11.6% | -20.8% |
| YTD | +5.0% | +16.7% | -11.7% | -20.1% |
| 1Y | +1.4% | +23.0% | -21.7% | -29.3% |
| 3Y | +336.8% | +93.3% | +243.5% | +55.8% |
| All | +336.8% | +94.0% | +242.8% | +55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling