+1,090.7%
LITE vs QQQM
+152.5%
+938.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.4% |
| 7D | +13.6% | +1.0% | +12.6% | +11.9% |
| 30D | +21.6% | -0.6% | +22.2% | +23.0% |
| 3M | +20.3% | +1.3% | +19.0% | +21.2% |
| 6M | +54.4% | +18.2% | +36.2% | +28.0% |
| YTD | +168.3% | +16.9% | +151.4% | +126.4% |
| 1Y | +551.8% | +24.0% | +527.8% | +423.3% |
| 3Y | +1,891.5% | +96.0% | +1,795.5% | +961.8% |
| 5Y | +1,014.7% | +95.2% | +919.5% | +498.6% |
| All | +1,090.7% | +152.5% | +938.2% | +401.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling