+93.9%
QQQ vs NDAQ
+48.4%
+45.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | 0.0% |
| 7D | -1.3% | -6.8% | +5.5% | +2.0% |
| 30D | -1.4% | -3.2% | +1.8% | 0.0% |
| 3M | +2.3% | +6.5% | -4.2% | -1.6% |
| 6M | +16.9% | +5.7% | +11.1% | +12.3% |
| YTD | +15.6% | -4.6% | +20.3% | +16.7% |
| 1Y | +22.6% | -1.6% | +24.2% | +21.2% |
| 3Y | +93.5% | +86.4% | +7.1% | +30.0% |
| 5Y | +93.9% | +50.3% | +43.6% | +40.3% |
| All | +93.9% | +48.4% | +45.6% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling