-27.8%
COIN vs QQQM
+95.1%
-122.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | -0.2% |
| 7D | -5.1% | -0.6% | -4.5% | -3.9% |
| 30D | +17.6% | -1.2% | +18.8% | +21.3% |
| 3M | +9.2% | -0.1% | +9.3% | +7.9% |
| 6M | -11.8% | +18.0% | -29.7% | -39.7% |
| YTD | -22.5% | +16.7% | -39.2% | -44.8% |
| 1Y | -45.9% | +23.0% | -68.9% | -65.2% |
| 3Y | +117.4% | +93.3% | +24.1% | -45.9% |
| All | -27.8% | +95.1% | -122.9% | -80.4% |
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