+1,569.6%
QQQ vs DIA
+869.3%
+700.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +1.2% |
| 7D | +1.5% | +0.1% | +1.5% | +1.4% |
| 30D | -0.6% | -2.1% | +1.4% | +1.6% |
| 3M | +0.4% | +4.2% | -3.7% | -4.0% |
| 6M | +20.1% | +11.9% | +8.2% | +6.0% |
| YTD | +17.2% | +10.8% | +6.4% | +4.5% |
| 1Y | +24.7% | +17.5% | +7.2% | +4.2% |
| 3Y | +96.2% | +59.9% | +36.2% | +16.9% |
| 5Y | +94.4% | +64.1% | +30.3% | +14.4% |
| 10Y | +556.7% | +246.2% | +310.5% | +62.9% |
| All | +1,569.6% | +869.3% | +700.3% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DIA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling