-10.1%
DIS vs QQQM
+26.6%
-36.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -2.6% | +0.4% | -2.9% | -2.7% |
| 30D | +3.5% | +0.2% | +3.2% | +3.4% |
| 3M | +6.8% | -2.8% | +9.6% | +7.9% |
| 6M | +3.0% | +18.1% | -15.1% | -5.0% |
| YTD | -6.7% | +17.4% | -24.1% | -14.2% |
| 1Y | -10.1% | +25.7% | -35.7% | -15.8% |
| All | -10.1% | +26.6% | -36.7% | -15.8% |
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