+138.8%
META vs QQQM
+152.5%
-13.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.8% | +6.9% |
| 7D | +10.3% | +1.0% | +9.3% | +8.9% |
| 30D | +9.9% | -0.6% | +10.5% | +10.7% |
| 3M | +11.9% | +1.3% | +10.6% | +8.6% |
| 6M | +1.2% | +18.2% | -17.0% | -20.3% |
| YTD | -0.8% | +16.9% | -17.7% | -20.8% |
| 1Y | -14.3% | +24.0% | -38.4% | -37.0% |
| 3Y | +121.4% | +96.0% | +25.3% | -13.3% |
| 5Y | +74.5% | +95.2% | -20.8% | -28.5% |
| All | +138.8% | +152.5% | -13.7% | -30.2% |
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