+632.4%
GEV vs QQQM
+62.3%
+570.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +2.3% |
| 7D | +1.6% | -0.6% | +2.2% | +2.5% |
| 30D | -7.9% | -1.2% | -6.7% | -6.2% |
| 3M | +5.6% | -0.1% | +5.7% | +6.5% |
| 6M | +13.1% | +18.0% | -4.9% | -10.8% |
| YTD | +46.7% | +16.7% | +30.0% | +17.4% |
| 1Y | +51.3% | +23.0% | +28.3% | +12.8% |
| All | +632.4% | +62.3% | +570.1% | +284.8% |
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