+152.0%
QQQM vs ALL
+211.2%
-59.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -0.6% | -2.3% | +1.7% | -0.3% |
| 30D | -1.2% | -0.4% | -0.8% | -1.2% |
| 3M | -0.1% | +16.0% | -16.1% | -2.4% |
| 6M | +18.0% | +24.6% | -6.6% | +13.6% |
| YTD | +16.7% | +23.7% | -7.0% | +12.3% |
| 1Y | +23.0% | +27.7% | -4.7% | +17.6% |
| 3Y | +93.3% | +150.2% | -56.9% | +59.3% |
| 5Y | +96.3% | +117.1% | -20.8% | +65.8% |
| All | +152.0% | +211.2% | -59.2% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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