+1,440.4%
NVDA vs QQQM
+152.0%
+1,288.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.6% |
| 7D | -5.1% | -0.6% | -4.6% | -4.2% |
| 30D | -2.5% | -1.2% | -1.3% | -0.2% |
| 3M | +6.7% | -0.1% | +6.8% | +6.4% |
| 6M | +17.6% | +18.0% | -0.3% | -13.5% |
| YTD | +17.3% | +16.7% | +0.6% | -11.9% |
| 1Y | +23.5% | +23.0% | +0.5% | -15.7% |
| 3Y | +384.6% | +93.3% | +291.3% | +56.3% |
| 5Y | +875.4% | +96.3% | +779.1% | +246.6% |
| All | +1,440.4% | +152.0% | +1,288.4% | +272.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling