+1,870.5%
LITE vs QQQM
+96.9%
+1,773.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.2% |
| 7D | +12.6% | +1.5% | +11.1% | +9.2% |
| 30D | +9.9% | -0.7% | +10.6% | +11.8% |
| 3M | +9.3% | +0.4% | +8.8% | +11.4% |
| 6M | +75.2% | +20.1% | +55.2% | +27.0% |
| YTD | +165.5% | +17.2% | +148.2% | +101.2% |
| 1Y | +555.0% | +24.7% | +530.2% | +355.7% |
| 3Y | +1,870.5% | +96.6% | +1,773.9% | +611.4% |
| All | +1,870.5% | +96.9% | +1,773.6% | +611.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling