+166.8%
ORCL vs QQQM
+152.0%
+14.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.5% |
| 7D | -5.4% | -0.6% | -4.8% | -4.9% |
| 30D | -2.0% | -1.2% | -0.8% | -0.8% |
| 3M | -18.1% | -0.1% | -18.0% | -17.5% |
| 6M | -7.2% | +18.0% | -25.2% | -17.9% |
| YTD | -22.2% | +16.7% | -38.8% | -30.4% |
| 1Y | -50.6% | +23.0% | -73.7% | -57.4% |
| 3Y | +22.9% | +93.3% | -70.5% | -20.3% |
| 5Y | +79.3% | +96.3% | -17.0% | +11.5% |
| All | +166.8% | +152.0% | +14.8% | +54.9% |
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