+95.7%
QQQM vs EXPD
+59.0%
+36.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.4% |
| 7D | +1.5% | -0.9% | +2.4% | +1.8% |
| 30D | -0.7% | +4.1% | -4.7% | -2.1% |
| 3M | +0.4% | +13.8% | -13.3% | -4.5% |
| 6M | +20.1% | +27.3% | -7.2% | +9.0% |
| YTD | +17.2% | +25.4% | -8.2% | +6.0% |
| 1Y | +24.7% | +54.4% | -29.6% | +2.5% |
| 3Y | +96.6% | +67.9% | +28.7% | +51.2% |
| All | +95.7% | +59.0% | +36.7% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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