+143.3%
DELL vs QQQM
+11.6%
+131.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.0% | -9.8% | -10.5% |
| 7D | -24.6% | -4.6% | -20.0% | -17.8% |
| 30D | -32.5% | -8.5% | -24.0% | -20.6% |
| 3M | -20.2% | -4.3% | -15.9% | -12.3% |
| 6M | +76.5% | +3.1% | +73.4% | +76.8% |
| YTD | +198.9% | +13.1% | +185.9% | +171.9% |
| 1Y | +143.3% | +12.3% | +131.0% | +125.1% |
| All | +143.3% | +11.6% | +131.7% | +125.1% |
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