+118.0%
NOK vs QQQM
+26.6%
+91.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.4% |
| 7D | -1.8% | +0.4% | -2.1% | -2.3% |
| 30D | +4.7% | +0.2% | +4.5% | +4.5% |
| 3M | -39.7% | -2.8% | -36.9% | -36.7% |
| 6M | +23.1% | +18.1% | +5.0% | +9.0% |
| YTD | +55.0% | +17.4% | +37.7% | +38.4% |
| 1Y | +118.0% | +25.7% | +92.4% | +94.5% |
| All | +118.0% | +26.6% | +91.4% | +94.5% |
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