+171.2%
INTC vs QQQM
+94.0%
+77.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.1% |
| 7D | +7.5% | -0.6% | +8.0% | +8.6% |
| 30D | +2.0% | -1.2% | +3.2% | +4.4% |
| 3M | -12.0% | -0.1% | -11.9% | -9.4% |
| 6M | +114.5% | +18.0% | +96.6% | +77.8% |
| YTD | +179.0% | +16.7% | +162.3% | +135.5% |
| 1Y | +318.3% | +23.0% | +295.2% | +232.0% |
| 3Y | +171.2% | +93.3% | +77.9% | +20.0% |
| All | +171.2% | +94.0% | +77.2% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling