+23.0%
QQQM vs EW
+7.8%
+15.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.7% | +1.3% |
| 7D | -0.6% | -6.2% | +5.6% | +0.4% |
| 30D | -1.2% | -9.3% | +8.1% | +0.3% |
| 3M | -0.1% | -1.6% | +1.5% | -0.3% |
| 6M | +18.0% | -0.8% | +18.8% | +17.4% |
| YTD | +16.7% | -1.0% | +17.7% | +16.1% |
| 1Y | +23.0% | +8.2% | +14.9% | +19.9% |
| All | +23.0% | +7.8% | +15.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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