+1,476.6%
NVDA vs QQQM
+152.5%
+1,324.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.4% |
| 7D | -0.3% | +1.0% | -1.3% | -2.1% |
| 30D | +2.8% | -0.6% | +3.4% | +4.2% |
| 3M | +7.4% | +1.3% | +6.1% | +4.4% |
| 6M | +22.6% | +18.2% | +4.4% | -10.2% |
| YTD | +20.1% | +16.9% | +3.2% | -10.2% |
| 1Y | +31.2% | +24.0% | +7.1% | -11.8% |
| 3Y | +391.7% | +96.0% | +295.7% | +54.6% |
| 5Y | +911.9% | +95.2% | +816.7% | +262.6% |
| All | +1,476.6% | +152.5% | +1,324.1% | +279.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling