+149.8%
QQQM vs DINO
+534.9%
-385.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -1.3% | +1.5% | -2.7% | -1.4% |
| 30D | -1.4% | +25.9% | -27.3% | -3.5% |
| 3M | +2.2% | +53.2% | -51.0% | -2.1% |
| 6M | +16.9% | +105.5% | -88.6% | +8.5% |
| YTD | +15.7% | +139.2% | -123.6% | +5.3% |
| 1Y | +22.7% | +117.4% | -94.7% | +12.7% |
| 3Y | +93.9% | +99.3% | -5.4% | +74.8% |
| 5Y | +94.6% | +333.0% | -238.5% | +69.3% |
| All | +149.8% | +534.9% | -385.1% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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