+326.0%
GOOGL vs QQQM
+152.5%
+173.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -1.9% | +1.0% | -2.9% | -2.8% |
| 30D | -7.5% | -0.6% | -6.8% | -6.9% |
| 3M | -9.2% | +1.3% | -10.5% | -10.8% |
| 6M | +8.1% | +18.2% | -10.1% | -9.5% |
| YTD | +5.8% | +16.9% | -11.1% | -10.6% |
| 1Y | +38.3% | +24.0% | +14.3% | +10.1% |
| 3Y | +144.8% | +96.0% | +48.7% | +20.0% |
| 5Y | +132.5% | +95.2% | +37.3% | +13.2% |
| All | +326.0% | +152.5% | +173.5% | +64.5% |
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