+149.0%
QQQ vs QQQM
+149.8%
-0.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | 0.0% |
| 7D | -1.3% | -1.3% | 0.0% | 0.0% |
| 30D | -1.4% | -1.4% | 0.0% | 0.0% |
| 3M | +2.3% | +2.2% | +0.1% | +0.1% |
| 6M | +16.9% | +16.9% | 0.0% | -0.1% |
| YTD | +15.6% | +15.7% | 0.0% | -0.1% |
| 1Y | +22.6% | +22.7% | 0.0% | -0.1% |
| 3Y | +93.5% | +93.9% | -0.4% | -0.5% |
| 5Y | +93.9% | +94.6% | -0.6% | -0.6% |
| All | +149.0% | +149.8% | -0.8% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 all: compounded portfolio wealth divided by compounded QQQM 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…
all analysis · Full analysis span regression · 6 months rolling