+166.3%
GDX vs QQQM
+152.5%
+13.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.2% |
| 7D | +1.9% | +1.0% | +0.9% | +1.4% |
| 30D | +9.9% | -0.6% | +10.6% | +10.3% |
| 3M | +28.2% | +1.3% | +26.9% | +27.5% |
| 6M | -2.9% | +18.2% | -21.1% | -9.5% |
| YTD | +16.0% | +16.9% | -0.9% | +8.7% |
| 1Y | +49.9% | +24.0% | +25.8% | +37.2% |
| 3Y | +263.6% | +96.0% | +167.5% | +171.9% |
| 5Y | +233.6% | +95.2% | +138.4% | +138.5% |
| All | +166.3% | +152.5% | +13.8% | +61.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling