+119.9%
INTC vs QQQM
+152.5%
-32.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | +18.0% | +1.0% | +17.0% | +16.5% |
| 30D | +8.9% | -0.6% | +9.6% | +10.1% |
| 3M | -1.6% | +1.3% | -2.9% | -0.7% |
| 6M | +133.1% | +18.2% | +114.9% | +101.8% |
| YTD | +187.9% | +16.9% | +171.0% | +153.2% |
| 1Y | +334.7% | +24.0% | +310.7% | +261.7% |
| 3Y | +184.2% | +96.0% | +88.1% | +53.0% |
| 5Y | +116.0% | +95.2% | +20.8% | +14.3% |
| All | +119.9% | +152.5% | -32.6% | -4.5% |
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