-22.5%
DIS vs QQQM
+77.6%
-100.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.4% |
| 7D | +1.9% | +3.6% | -1.7% | -0.4% |
| 30D | +9.2% | -6.7% | +15.9% | +13.6% |
| 3M | +13.5% | -7.0% | +20.5% | +18.1% |
| 6M | +14.3% | -4.6% | +18.9% | +15.8% |
| YTD | +5.4% | +11.1% | -5.7% | -4.6% |
| 1Y | +12.2% | +12.3% | -0.2% | +0.5% |
| 3Y | +37.2% | +83.6% | -46.4% | -17.7% |
| All | -22.5% | +77.6% | -100.1% | -56.1% |
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