+80.8%
QQQM vs EXPD
+62.4%
+18.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.6% | +1.2% |
| 7D | -0.2% | -1.6% | +1.3% | +0.4% |
| 30D | -7.5% | +0.6% | -8.1% | -7.7% |
| 3M | -3.8% | +9.8% | -13.6% | -7.3% |
| 6M | -3.0% | +25.8% | -28.8% | -11.4% |
| YTD | +12.8% | +31.3% | -18.5% | 0.0% |
| 1Y | +11.6% | +40.9% | -29.3% | -4.1% |
| 3Y | +85.9% | +74.7% | +11.2% | +40.0% |
| All | +80.8% | +62.4% | +18.4% | +32.8% |
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