+57.6%
QCOM vs QQQM
+149.8%
-92.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +1.6% |
| 7D | +4.9% | -1.3% | +6.2% | +6.6% |
| 30D | +9.3% | -1.4% | +10.7% | +11.2% |
| 3M | -7.0% | +2.2% | -9.2% | -9.0% |
| 6M | +32.0% | +16.9% | +15.1% | +10.5% |
| YTD | +5.0% | +15.7% | -10.6% | -10.9% |
| 1Y | +13.6% | +22.7% | -9.1% | -10.2% |
| 3Y | +77.6% | +93.9% | -16.3% | -18.7% |
| 5Y | +38.2% | +94.6% | -56.3% | -34.7% |
| All | +57.6% | +149.8% | -92.1% | -45.9% |
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