-29.0%
NOW vs QQQM
+22.1%
-51.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.4% |
| 7D | -9.9% | -1.3% | -8.6% | -9.6% |
| 30D | +2.8% | -1.4% | +4.2% | +3.2% |
| 3M | +23.7% | +2.2% | +21.5% | +21.8% |
| 6M | +12.5% | +16.9% | -4.4% | +4.2% |
| YTD | -14.4% | +15.7% | -30.0% | -19.9% |
| 1Y | -29.0% | +22.7% | -51.7% | -38.3% |
| All | -29.0% | +22.1% | -51.1% | -38.3% |
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