+232.7%
LITE vs QQQM
+11.6%
+221.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.0% | -8.8% | -10.2% |
| 7D | -31.4% | -4.6% | -26.8% | -22.7% |
| 30D | -42.6% | -8.5% | -34.1% | -27.6% |
| 3M | -26.2% | -4.3% | -21.9% | -15.6% |
| 6M | -35.8% | +3.1% | -38.9% | -37.0% |
| YTD | +70.0% | +13.1% | +57.0% | +34.6% |
| 1Y | +232.7% | +12.3% | +220.4% | +181.7% |
| All | +232.7% | +11.6% | +221.2% | +181.7% |
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