-39.8%
COIN vs QQQM
+26.6%
-66.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.5% |
| 7D | +3.4% | +0.4% | +3.0% | +2.9% |
| 30D | +23.2% | +0.2% | +22.9% | +23.2% |
| 3M | +12.5% | -2.8% | +15.3% | +18.7% |
| 6M | -11.6% | +18.1% | -29.7% | -42.0% |
| YTD | -18.4% | +17.4% | -35.7% | -45.2% |
| 1Y | -39.8% | +25.7% | -65.5% | -68.7% |
| All | -39.8% | +26.6% | -66.4% | -68.7% |
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 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