+558.6%
QQQ vs O
+54.0%
+504.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -0.6% | -2.9% | +2.3% | +0.3% |
| 30D | -1.2% | -4.5% | +3.3% | +0.1% |
| 3M | -0.2% | -2.6% | +2.4% | +0.3% |
| 6M | +17.9% | -5.6% | +23.5% | +19.4% |
| YTD | +16.6% | +9.3% | +7.4% | +12.7% |
| 1Y | +23.0% | +4.3% | +18.7% | +20.5% |
| 3Y | +92.9% | +27.4% | +65.5% | +74.7% |
| 5Y | +95.6% | +17.1% | +78.6% | +82.3% |
| All | +558.6% | +54.0% | +504.5% | +464.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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