+140.9%
NOK vs QQQM
+23.2%
+117.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +3.9% | +3.5% |
| 7D | +11.0% | -0.6% | +11.5% | +11.9% |
| 30D | +7.8% | -1.2% | +9.1% | +9.9% |
| 3M | -21.0% | -0.1% | -20.9% | -20.0% |
| 6M | +40.9% | +18.0% | +22.9% | +25.4% |
| YTD | +72.0% | +16.7% | +55.3% | +54.8% |
| 1Y | +140.9% | +23.0% | +117.9% | +120.6% |
| All | +140.9% | +23.2% | +117.7% | +120.6% |
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