+152.0%
QQQM vs ARWR
+79.4%
+72.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.6% | -4.0% | +3.5% | 0.0% |
| 30D | -1.2% | -5.0% | +3.8% | -0.5% |
| 3M | -0.1% | +11.3% | -11.4% | -2.1% |
| 6M | +18.0% | +42.6% | -24.6% | +11.1% |
| YTD | +16.7% | +24.8% | -8.1% | +11.6% |
| 1Y | +23.0% | +178.8% | -155.7% | +3.1% |
| 3Y | +93.3% | +183.3% | -90.0% | +49.5% |
| 5Y | +96.3% | +29.5% | +66.8% | +63.1% |
| All | +152.0% | +79.4% | +72.6% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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