+94.6%
QQQM vs ASX
+440.6%
-346.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | +0.1% |
| 7D | -1.3% | +6.5% | -7.7% | -3.6% |
| 30D | -1.4% | +3.1% | -4.5% | -2.8% |
| 3M | +2.2% | +17.4% | -15.2% | -5.8% |
| 6M | +16.9% | +85.4% | -68.6% | -11.3% |
| YTD | +15.7% | +150.1% | -134.4% | -22.9% |
| 1Y | +22.7% | +256.3% | -233.6% | -30.0% |
| 3Y | +93.9% | +446.9% | -352.9% | -13.0% |
| 5Y | +94.6% | +447.1% | -352.5% | -19.1% |
| All | +94.6% | +440.6% | -346.0% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling