+153.2%
QQQM vs ASX
+1,100.1%
-946.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.1% | -6.2% | -2.2% |
| 7D | +1.5% | +6.3% | -4.8% | -0.7% |
| 30D | -0.7% | +6.4% | -7.1% | -3.1% |
| 3M | +0.4% | +13.1% | -12.7% | -5.6% |
| 6M | +20.1% | +90.3% | -70.2% | -7.7% |
| YTD | +17.2% | +149.6% | -132.4% | -19.1% |
| 1Y | +24.7% | +249.2% | -224.4% | -24.7% |
| 3Y | +96.6% | +445.9% | -349.3% | -3.8% |
| 5Y | +95.0% | +477.7% | -382.7% | -12.2% |
| All | +153.2% | +1,100.1% | -946.8% | -2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling