+132.0%
C vs QQQM
+94.4%
+37.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +1.0% |
| 7D | +2.6% | +1.0% | +1.6% | +1.9% |
| 30D | +1.9% | -0.6% | +2.5% | +2.3% |
| 3M | +2.8% | +1.3% | +1.5% | +1.6% |
| 6M | +30.6% | +18.2% | +12.4% | +15.5% |
| YTD | +19.9% | +16.9% | +3.0% | +7.0% |
| 1Y | +44.6% | +24.0% | +20.5% | +23.7% |
| 3Y | +272.1% | +96.0% | +176.1% | +138.6% |
| 5Y | +132.0% | +95.2% | +36.8% | +38.4% |
| All | +132.0% | +94.4% | +37.5% | +38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling