+57.4%
INTC vs QQQM
+11.6%
+45.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.7% | -6.4% |
| 7D | -39.0% | -4.6% | -34.4% | -28.6% |
| 30D | -49.8% | -8.5% | -41.3% | -34.3% |
| 3M | -42.2% | -4.3% | -37.9% | -32.0% |
| 6M | -39.2% | +3.1% | -42.2% | -37.4% |
| YTD | +57.9% | +13.1% | +44.9% | +34.0% |
| 1Y | +57.4% | +12.3% | +45.1% | +36.3% |
| All | +57.4% | +11.6% | +45.8% | +36.3% |
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