+8.9%
CAT vs QQQM
+11.6%
-2.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.0% | -6.2% | -6.4% |
| 7D | -17.1% | -4.6% | -12.5% | -12.0% |
| 30D | -30.1% | -8.5% | -21.6% | -22.0% |
| 3M | -32.4% | -4.3% | -28.1% | -28.5% |
| 6M | -32.1% | +3.1% | -35.2% | -34.3% |
| YTD | +4.1% | +13.1% | -9.0% | -11.1% |
| 1Y | +8.9% | +12.3% | -3.4% | -6.0% |
| All | +8.9% | +11.6% | -2.7% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling