+153.2%
QQQM vs DAR
+56.8%
+96.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.6% |
| 7D | +1.5% | -0.9% | +2.4% | +1.6% |
| 30D | -0.7% | +13.0% | -13.6% | -3.0% |
| 3M | +0.4% | +15.0% | -14.6% | -2.4% |
| 6M | +20.1% | +26.8% | -6.8% | +14.2% |
| YTD | +17.2% | +86.4% | -69.2% | +3.5% |
| 1Y | +24.7% | +115.1% | -90.3% | +6.5% |
| 3Y | +96.6% | +14.6% | +81.9% | +85.5% |
| 5Y | +95.0% | -8.8% | +103.8% | +90.2% |
| All | +153.2% | +56.8% | +96.4% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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