+93.3%
QQQ vs NDAQ
+90.0%
+3.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +1.0% | -1.6% | +2.6% | +1.5% |
| 30D | -0.6% | -1.5% | +0.8% | -0.2% |
| 3M | +1.3% | +8.0% | -6.7% | -1.8% |
| 6M | +18.1% | +7.7% | +10.4% | +14.2% |
| YTD | +16.9% | -2.3% | +19.2% | +17.5% |
| 1Y | +24.0% | +0.6% | +23.4% | +22.7% |
| All | +93.3% | +90.0% | +3.4% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling