+961.0%
LITE vs QQQM
+153.4%
+807.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.7% |
| 7D | -1.5% | +0.4% | -1.9% | -2.0% |
| 30D | +6.7% | +0.2% | +6.4% | +6.7% |
| 3M | -6.8% | -2.8% | -4.0% | -0.5% |
| 6M | +29.4% | +18.1% | +11.4% | +8.0% |
| YTD | +139.1% | +17.4% | +121.7% | +100.7% |
| 1Y | +521.0% | +25.7% | +495.3% | +390.5% |
| 3Y | +1,535.3% | +94.1% | +1,441.2% | +778.6% |
| 5Y | +889.8% | +94.9% | +795.0% | +431.5% |
| All | +961.0% | +153.4% | +807.6% | +344.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling