+680.2%
LITE vs QQQM
+143.5%
+536.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.3% | +8.4% | +7.4% |
| 7D | +3.4% | -0.2% | +3.6% | +5.6% |
| 30D | -34.9% | -7.5% | -27.4% | -25.1% |
| 3M | -21.0% | -3.8% | -17.2% | -13.4% |
| 6M | -38.5% | -3.0% | -35.4% | -31.6% |
| YTD | +75.8% | +12.8% | +63.0% | +61.6% |
| 1Y | +156.7% | +11.6% | +145.1% | +142.4% |
| 3Y | +1,498.6% | +85.9% | +1,412.6% | +842.1% |
| 5Y | +610.9% | +82.7% | +528.2% | +327.6% |
| All | +680.2% | +143.5% | +536.7% | +258.2% |
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