+152.0%
QQQM vs APD
+11.0%
+141.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.6% | +1.1% |
| 7D | -0.6% | -3.3% | +2.7% | +0.4% |
| 30D | -1.2% | -4.2% | +3.0% | -0.1% |
| 3M | -0.1% | +5.4% | -5.5% | -2.0% |
| 6M | +18.0% | +6.3% | +11.7% | +15.2% |
| YTD | +16.7% | +20.3% | -3.6% | +9.4% |
| 1Y | +23.0% | +1.6% | +21.5% | +21.4% |
| 3Y | +93.3% | +4.0% | +89.3% | +86.6% |
| 5Y | +96.3% | +23.3% | +73.0% | +70.2% |
| All | +152.0% | +11.0% | +141.1% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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