+21.3%
NOK vs QQQM
+11.6%
+9.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.5% | -4.2% |
| 7D | -10.4% | -4.6% | -5.8% | -2.9% |
| 30D | -19.0% | -8.5% | -10.5% | -5.3% |
| 3M | -16.7% | -4.3% | -12.4% | -9.0% |
| 6M | -37.1% | +3.1% | -40.2% | -34.3% |
| YTD | +27.7% | +13.1% | +14.6% | +22.3% |
| 1Y | +21.3% | +12.3% | +9.0% | +16.4% |
| All | +21.3% | +11.6% | +9.7% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling