+1,145.9%
DELL vs QQQM
+95.1%
+1,050.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.1% | +10.9% |
| 7D | +8.2% | -0.6% | +8.8% | +9.1% |
| 30D | +17.1% | -1.2% | +18.3% | +19.2% |
| 3M | +45.2% | -0.1% | +45.3% | +46.7% |
| 6M | +286.8% | +18.0% | +268.8% | +228.3% |
| YTD | +354.8% | +16.7% | +338.1% | +291.8% |
| 1Y | +358.3% | +23.0% | +335.2% | +274.1% |
| 3Y | +724.9% | +93.3% | +631.6% | +361.2% |
| All | +1,145.9% | +95.1% | +1,050.9% | +546.1% |
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 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