-4.9%
DIS vs QQQM
+139.9%
-144.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.3% |
| 7D | +1.9% | +3.6% | -1.7% | -0.3% |
| 30D | +9.2% | -6.7% | +15.9% | +13.4% |
| 3M | +13.5% | -7.0% | +20.5% | +17.9% |
| 6M | +14.3% | -4.6% | +18.9% | +15.8% |
| YTD | +5.4% | +11.1% | -5.7% | -3.8% |
| 1Y | +12.2% | +12.3% | -0.2% | +1.4% |
| 3Y | +37.2% | +83.6% | -46.4% | -13.3% |
| 5Y | -23.1% | +78.1% | -101.2% | -54.3% |
| All | -4.9% | +139.9% | -144.7% | -46.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling