+452.3%
GLW vs QQQM
+153.2%
+299.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.7% | +7.6% |
| 7D | +14.0% | +1.5% | +12.5% | +12.5% |
| 30D | +0.4% | -0.7% | +1.0% | +1.0% |
| 3M | -11.3% | +0.4% | -11.8% | -9.9% |
| 6M | +35.1% | +20.1% | +15.0% | +21.1% |
| YTD | +90.5% | +17.2% | +73.3% | +74.5% |
| 1Y | +132.0% | +24.7% | +107.3% | +104.4% |
| 3Y | +463.3% | +96.6% | +366.8% | +268.3% |
| 5Y | +382.5% | +95.0% | +287.5% | +203.6% |
| All | +452.3% | +153.2% | +299.2% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling