+97.0%
META vs QQQM
+84.9%
+12.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +3.3% | -1.5% | +4.8% | +4.8% |
| 30D | -10.8% | -10.2% | -0.6% | 0.0% |
| 3M | +7.9% | -6.3% | +14.2% | +15.6% |
| 6M | +5.4% | -4.9% | +10.3% | +9.9% |
| YTD | -2.6% | +10.3% | -12.8% | -15.0% |
| 1Y | +1.9% | +8.8% | -7.0% | -9.9% |
| 3Y | +97.0% | +81.8% | +15.2% | -9.7% |
| All | +97.0% | +84.9% | +12.0% | -9.7% |
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