+93.3%
QQQM vs GE
+267.2%
-173.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | -0.6% | -4.0% | +3.4% | +0.8% |
| 30D | -1.2% | -11.4% | +10.2% | +2.6% |
| 3M | -0.1% | -2.6% | +2.5% | +0.3% |
| 6M | +18.0% | -0.3% | +18.3% | +16.9% |
| YTD | +16.7% | +5.4% | +11.3% | +12.7% |
| 1Y | +23.0% | +15.5% | +7.5% | +14.5% |
| 3Y | +93.3% | +260.8% | -167.4% | +19.8% |
| All | +93.3% | +267.2% | -173.9% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling