+0.8%
NOW vs QQQM
+94.4%
-93.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -4.1% | +1.0% | -5.1% | -5.1% |
| 30D | +2.9% | -0.6% | +3.5% | +3.7% |
| 3M | +22.6% | +1.3% | +21.3% | +18.5% |
| 6M | +7.5% | +18.2% | -10.7% | -14.0% |
| YTD | -14.4% | +16.9% | -31.3% | -30.9% |
| 1Y | -29.8% | +24.0% | -53.8% | -47.7% |
| 3Y | +9.2% | +96.0% | -86.8% | -55.3% |
| 5Y | +0.8% | +95.2% | -94.4% | -54.8% |
| All | +0.8% | +94.4% | -93.6% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling