+7.4%
PFE vs QQQM
+152.0%
-144.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | -2.6% | -0.6% | -2.0% | -2.5% |
| 30D | +5.4% | -1.2% | +6.6% | +5.6% |
| 3M | +7.8% | -0.1% | +7.9% | +7.6% |
| 6M | +5.0% | +18.0% | -12.9% | +1.3% |
| YTD | +17.1% | +16.7% | +0.4% | +13.2% |
| 1Y | +19.3% | +23.0% | -3.7% | +14.1% |
| 3Y | -0.9% | +93.3% | -94.3% | -14.4% |
| 5Y | -20.8% | +96.3% | -117.1% | -35.4% |
| All | +7.4% | +152.0% | -144.6% | -15.2% |
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