+17.9%
PG vs QQQM
+5.3%
+12.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | -1.6% |
| 7D | +4.1% | -9.4% | +13.5% | +1.7% |
| 30D | +13.3% | -14.7% | +28.0% | +9.4% |
| 3M | +14.6% | -9.6% | +24.1% | +11.9% |
| 6M | +17.0% | -4.7% | +21.6% | +14.2% |
| YTD | +20.0% | +5.9% | +14.1% | +17.4% |
| 1Y | +17.9% | +4.5% | +13.4% | +15.1% |
| All | +17.9% | +5.3% | +12.6% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling