+974.7%
AVGO vs QQQM
+152.5%
+822.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -0.8% |
| 7D | -0.8% | +1.0% | -1.8% | -2.2% |
| 30D | -13.7% | -0.6% | -13.1% | -13.0% |
| 3M | -6.9% | +1.3% | -8.2% | -8.3% |
| 6M | +5.8% | +18.2% | -12.4% | -14.7% |
| YTD | +5.7% | +16.9% | -11.3% | -13.3% |
| 1Y | +9.0% | +24.0% | -15.0% | -16.5% |
| 3Y | +340.5% | +96.0% | +244.5% | +111.6% |
| 5Y | +711.1% | +95.2% | +615.9% | +298.8% |
| All | +974.7% | +152.5% | +822.3% | +293.7% |
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 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