+20.3%
JPM vs QQQM
+26.6%
-6.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | -0.2% | +0.2% | -0.4% | -0.3% |
| 3M | +15.9% | -2.8% | +18.7% | +16.5% |
| 6M | +20.9% | +18.1% | +2.9% | +8.4% |
| YTD | +12.9% | +17.4% | -4.5% | +1.2% |
| 1Y | +20.3% | +25.7% | -5.4% | +5.6% |
| All | +20.3% | +26.6% | -6.3% | +5.6% |
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