+37.2%
NFLX vs QQQM
+152.5%
-115.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -8.1% | +1.0% | -9.1% | -9.0% |
| 30D | -0.3% | -0.6% | +0.3% | +0.2% |
| 3M | -6.6% | +1.3% | -7.9% | -9.2% |
| 6M | -22.7% | +18.2% | -40.9% | -37.0% |
| YTD | -18.9% | +16.9% | -35.8% | -33.3% |
| 1Y | -39.8% | +24.0% | -63.9% | -54.0% |
| 3Y | +71.7% | +96.0% | -24.3% | -25.2% |
| 5Y | +27.2% | +95.2% | -68.0% | -43.3% |
| All | +37.2% | +152.5% | -115.3% | -53.2% |
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 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