-7.7%
DIS vs QQQM
+23.2%
-30.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +1.2% | -0.6% | +1.7% | +1.3% |
| 30D | +3.2% | -1.2% | +4.4% | +3.5% |
| 3M | +7.0% | -0.1% | +7.1% | +6.8% |
| 6M | +6.4% | +18.0% | -11.5% | -1.8% |
| YTD | -5.6% | +16.7% | -22.3% | -13.1% |
| 1Y | -7.7% | +23.0% | -30.7% | -13.5% |
| All | -7.7% | +23.2% | -30.9% | -13.5% |
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