+152.0%
QQQM vs EXC
+83.1%
+68.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -0.6% | -1.1% | +0.5% | -0.4% |
| 30D | -1.2% | -3.6% | +2.4% | -0.6% |
| 3M | -0.1% | -4.3% | +4.2% | +0.4% |
| 6M | +18.0% | -9.9% | +27.9% | +19.8% |
| YTD | +16.7% | +1.8% | +14.9% | +15.4% |
| 1Y | +23.0% | +2.9% | +20.2% | +21.2% |
| 3Y | +93.3% | +19.1% | +74.2% | +81.5% |
| 5Y | +96.3% | +44.8% | +51.4% | +70.8% |
| All | +152.0% | +83.1% | +68.9% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 10y: compounded portfolio wealth divided by compounded EXC 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…
10y analysis · Full analysis span regression · 6 months rolling