+50.4%
QCOM vs QQQM
+153.4%
-103.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | +3.3% | +0.4% | +3.0% | +2.8% |
| 30D | +7.7% | +0.2% | +7.5% | +7.4% |
| 3M | -30.1% | -2.8% | -27.3% | -26.7% |
| 6M | +22.8% | +18.1% | +4.8% | +1.5% |
| YTD | +0.2% | +17.4% | -17.2% | -16.6% |
| 1Y | +7.9% | +25.7% | -17.8% | -17.3% |
| 3Y | +55.8% | +94.1% | -38.3% | -28.7% |
| 5Y | +30.1% | +94.9% | -64.8% | -38.7% |
| All | +50.4% | +153.4% | -103.0% | -49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling