+32.9%
ORCL vs QQQM
+94.9%
-62.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.5% |
| 7D | +15.0% | +1.5% | +13.5% | +13.0% |
| 30D | +10.5% | -0.7% | +11.2% | +11.7% |
| 3M | -23.0% | +0.4% | -23.4% | -23.2% |
| 6M | +7.0% | +20.1% | -13.1% | -13.0% |
| YTD | -15.8% | +17.2% | -33.0% | -29.4% |
| 1Y | -31.1% | +24.7% | -55.8% | -46.0% |
| All | +32.9% | +94.9% | -62.1% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling