+40.6%
GLW vs QQQM
+11.6%
+29.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.0% | -6.8% | -8.0% |
| 7D | -9.5% | -4.6% | -4.9% | +0.7% |
| 30D | -25.5% | -8.5% | -17.0% | -7.9% |
| 3M | -25.6% | -4.3% | -21.3% | -16.8% |
| 6M | -25.5% | +3.1% | -28.6% | -24.6% |
| YTD | +36.4% | +13.1% | +23.3% | +16.4% |
| 1Y | +40.6% | +12.3% | +28.3% | +22.6% |
| All | +40.6% | +11.6% | +29.0% | +22.6% |
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