+137.7%
GLD vs QQQM
+95.1%
+42.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | -2.0% | -0.6% | -1.4% | -1.9% |
| 30D | -1.5% | -1.2% | -0.3% | -1.4% |
| 3M | +3.2% | -0.1% | +3.3% | +3.2% |
| 6M | -16.3% | +18.0% | -34.2% | -17.5% |
| YTD | +0.6% | +16.7% | -16.1% | -0.8% |
| 1Y | +19.1% | +23.0% | -3.9% | +17.0% |
| 3Y | +123.5% | +93.3% | +30.2% | +113.0% |
| All | +137.7% | +95.1% | +42.7% | +120.1% |
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