+70.4%
QCOM vs QQQM
+94.4%
-24.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | +4.4% | +1.0% | +3.3% | +2.9% |
| 30D | +9.4% | -0.6% | +10.0% | +10.2% |
| 3M | -13.7% | +1.3% | -15.0% | -14.6% |
| 6M | +28.9% | +18.2% | +10.7% | +6.0% |
| YTD | +4.7% | +16.9% | -12.2% | -12.7% |
| 1Y | +13.5% | +24.0% | -10.5% | -12.1% |
| All | +70.4% | +94.4% | -24.0% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling