+12.3%
QQQM vs GE
+8.3%
+4.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.8% | +0.4% |
| 7D | -4.6% | +9.4% | -14.0% | -6.4% |
| 30D | -8.5% | +7.5% | -16.0% | -9.9% |
| 3M | -4.3% | -12.5% | +8.2% | -1.6% |
| 6M | +3.1% | +17.8% | -14.7% | -1.1% |
| YTD | +13.1% | +7.4% | +5.7% | +9.9% |
| 1Y | +12.3% | +8.9% | +3.4% | +10.7% |
| All | +12.3% | +8.3% | +4.0% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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