+213.2%
EWY vs QQQM
+152.0%
+61.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.4% | +2.5% |
| 7D | -0.1% | -0.6% | +0.5% | +0.5% |
| 30D | +7.3% | -1.2% | +8.5% | +8.6% |
| 3M | -5.1% | -0.1% | -5.0% | -3.6% |
| 6M | +42.1% | +18.0% | +24.1% | +30.1% |
| YTD | +94.1% | +16.7% | +77.4% | +79.4% |
| 1Y | +147.8% | +23.0% | +124.8% | +121.6% |
| 3Y | +222.9% | +93.3% | +129.6% | +113.5% |
| 5Y | +150.6% | +96.3% | +54.3% | +60.9% |
| All | +213.2% | +152.0% | +61.2% | +73.2% |
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