+464.8%
CAT vs QQQM
+153.2%
+311.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.1% |
| 7D | +5.6% | +1.5% | +4.1% | +4.6% |
| 30D | -2.3% | -0.7% | -1.7% | -1.9% |
| 3M | -10.0% | +0.4% | -10.4% | -9.9% |
| 6M | +21.2% | +20.1% | +1.2% | +9.7% |
| YTD | +44.4% | +17.2% | +27.2% | +32.6% |
| 1Y | +96.3% | +24.7% | +71.5% | +74.6% |
| 3Y | +203.9% | +96.6% | +107.4% | +118.6% |
| 5Y | +333.5% | +95.0% | +238.5% | +192.8% |
| All | +464.8% | +153.2% | +311.6% | +287.8% |
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 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