+1,460.5%
DELL vs QQQM
+149.8%
+1,310.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -4.2% |
| 7D | -1.9% | -1.3% | -0.6% | -0.5% |
| 30D | +14.9% | -1.4% | +16.2% | +17.1% |
| 3M | +37.2% | +2.2% | +35.0% | +35.3% |
| 6M | +254.0% | +16.9% | +237.1% | +205.9% |
| YTD | +306.1% | +15.7% | +290.5% | +255.9% |
| 1Y | +312.3% | +22.7% | +289.6% | +241.3% |
| 3Y | +654.0% | +93.9% | +560.1% | +334.4% |
| 5Y | +1,055.3% | +94.6% | +960.8% | +532.8% |
| All | +1,460.5% | +149.8% | +1,310.8% | +623.4% |
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 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