+42.7%
ORCL vs QQQM
+77.6%
-34.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.2% |
| 7D | +8.0% | +3.6% | +4.4% | +4.5% |
| 30D | -4.0% | -6.7% | +2.7% | +3.1% |
| 3M | -19.5% | -7.0% | -12.4% | -12.8% |
| 6M | -33.5% | -4.6% | -28.9% | -29.2% |
| YTD | -34.8% | +11.1% | -45.9% | -39.2% |
| 1Y | -41.6% | +12.3% | -53.9% | -45.9% |
| 3Y | +13.8% | +83.6% | -69.9% | -26.5% |
| All | +42.7% | +77.6% | -34.9% | -5.6% |
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