+82.7%
QQQM vs DECK
+24.2%
+58.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.7% |
| 7D | -0.2% | -0.8% | +0.6% | 0.0% |
| 30D | -7.5% | +4.9% | -12.4% | -8.7% |
| 3M | -3.8% | -5.8% | +2.0% | -2.7% |
| 6M | -3.0% | -8.6% | +5.5% | -1.8% |
| YTD | +12.8% | -14.7% | +27.5% | +15.0% |
| 1Y | +11.6% | +6.9% | +4.8% | +6.7% |
| 3Y | +85.9% | -16.2% | +102.1% | +72.1% |
| 5Y | +82.7% | +25.3% | +57.5% | +39.8% |
| All | +82.7% | +24.2% | +58.5% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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