+376.1%
GLW vs QQQM
+92.2%
+283.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.2% |
| 7D | +11.7% | -1.3% | +13.0% | +13.1% |
| 30D | +2.7% | -1.4% | +4.0% | +4.1% |
| 3M | -2.8% | +2.2% | -5.0% | -2.5% |
| 6M | +20.2% | +16.9% | +3.3% | +9.7% |
| YTD | +87.3% | +15.7% | +71.6% | +73.1% |
| 1Y | +119.6% | +22.7% | +96.9% | +95.4% |
| 3Y | +453.7% | +93.9% | +359.8% | +261.7% |
| 5Y | +376.1% | +94.6% | +281.5% | +189.7% |
| All | +376.1% | +92.2% | +283.9% | +189.7% |
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