+2.8%
GLD vs QQQM
+11.6%
-8.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.2% |
| 7D | -0.3% | -4.6% | +4.3% | +2.3% |
| 30D | -1.9% | -8.5% | +6.6% | +2.9% |
| 3M | -0.4% | -4.3% | +3.9% | +1.9% |
| 6M | -10.2% | +3.1% | -13.2% | -11.9% |
| YTD | -6.0% | +13.1% | -19.1% | -12.6% |
| 1Y | +2.8% | +12.3% | -9.5% | -4.1% |
| All | +2.8% | +11.6% | -8.8% | -4.1% |
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 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