+12.3%
QQQM vs CHD
+30.9%
-18.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.7% | +1.5% |
| 7D | -4.6% | +6.9% | -11.6% | -3.1% |
| 30D | -8.5% | +17.1% | -25.6% | -5.4% |
| 3M | -4.3% | +9.1% | -13.4% | -2.4% |
| 6M | +3.1% | +21.4% | -18.3% | +7.4% |
| YTD | +13.1% | +34.9% | -21.8% | +21.3% |
| 1Y | +12.3% | +31.0% | -18.7% | +19.3% |
| All | +12.3% | +30.9% | -18.6% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling