+551.8%
LITE vs QQQM
+24.2%
+527.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.7% |
| 7D | +13.6% | +1.0% | +12.6% | +10.7% |
| 30D | +21.6% | -0.6% | +22.2% | +23.8% |
| 3M | +20.3% | +1.3% | +19.0% | +19.8% |
| 6M | +54.4% | +18.2% | +36.2% | +6.6% |
| YTD | +168.3% | +16.9% | +151.4% | +89.6% |
| 1Y | +551.8% | +24.0% | +527.8% | +313.8% |
| All | +551.8% | +24.2% | +527.6% | +313.8% |
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