+93.9%
QQQ vs SPOT
+111.2%
-17.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.0% |
| 7D | -1.3% | -6.9% | +5.6% | +0.5% |
| 30D | -1.4% | +4.1% | -5.5% | -2.6% |
| 3M | +2.3% | +3.7% | -1.4% | +0.7% |
| 6M | +16.9% | -1.6% | +18.5% | +15.7% |
| YTD | +15.6% | -10.2% | +25.8% | +16.4% |
| 1Y | +22.6% | -25.9% | +48.5% | +30.0% |
| 3Y | +93.5% | +235.6% | -142.0% | +23.9% |
| 5Y | +93.9% | +110.6% | -16.7% | +25.6% |
| All | +93.9% | +111.2% | -17.3% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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