+149.8%
QQQM vs DOW
-16.0%
+165.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | -1.3% | -2.4% | +1.1% | -0.8% |
| 30D | -1.4% | -4.1% | +2.7% | -0.7% |
| 3M | +2.2% | -12.4% | +14.6% | +4.6% |
| 6M | +16.9% | -10.6% | +27.5% | +17.5% |
| YTD | +15.7% | +31.1% | -15.4% | +4.7% |
| 1Y | +22.7% | +30.5% | -7.8% | +10.3% |
| 3Y | +93.9% | -34.4% | +128.3% | +106.5% |
| 5Y | +94.6% | -35.5% | +130.1% | +105.7% |
| All | +149.8% | -16.0% | +165.8% | +160.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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