+7.6%
PFE vs QQQM
+153.2%
-145.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -2.7% | +1.5% | -4.2% | -2.9% |
| 30D | +3.8% | -0.7% | +4.5% | +4.0% |
| 3M | +10.4% | +0.4% | +9.9% | +10.1% |
| 6M | +6.3% | +20.1% | -13.8% | +2.2% |
| YTD | +17.4% | +17.2% | +0.1% | +13.4% |
| 1Y | +21.1% | +24.7% | -3.6% | +15.5% |
| 3Y | -1.6% | +96.6% | -98.2% | -15.3% |
| 5Y | -22.2% | +95.0% | -117.2% | -36.5% |
| All | +7.6% | +153.2% | -145.5% | -15.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling