+152.0%
QQQM vs ASX
+1,090.4%
-938.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | -0.6% | +5.2% | -5.8% | -2.4% |
| 30D | -1.2% | +0.5% | -1.7% | -1.7% |
| 3M | -0.1% | +8.3% | -8.4% | -4.7% |
| 6M | +18.0% | +82.0% | -64.1% | -7.9% |
| YTD | +16.7% | +147.6% | -130.9% | -19.2% |
| 1Y | +23.0% | +258.8% | -235.8% | -26.5% |
| 3Y | +93.3% | +452.1% | -358.7% | -5.9% |
| 5Y | +96.3% | +441.7% | -345.5% | -10.4% |
| All | +152.0% | +1,090.4% | -938.4% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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