+534.7%
QQQ vs NDAQ
+471.8%
+62.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +3.6% | +1.3% | +2.4% | +3.0% |
| 30D | -6.7% | +18.0% | -24.7% | -14.6% |
| 3M | -7.0% | +11.5% | -18.6% | -12.6% |
| 6M | -4.7% | +21.1% | -25.7% | -15.0% |
| YTD | +11.1% | +12.8% | -1.8% | +1.9% |
| 1Y | +12.3% | +25.7% | -13.4% | -3.3% |
| 3Y | +83.3% | +116.8% | -33.5% | +13.3% |
| 5Y | +77.5% | +67.3% | +10.2% | +25.4% |
| All | +534.7% | +471.8% | +62.9% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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