+152.5%
QQQM vs GE
+887.2%
-734.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +0.6% |
| 7D | +1.0% | -1.2% | +2.2% | +1.4% |
| 30D | -0.6% | -11.3% | +10.6% | +2.9% |
| 3M | +1.3% | -1.4% | +2.7% | +1.4% |
| 6M | +18.2% | +1.2% | +17.0% | +16.6% |
| YTD | +16.9% | +5.9% | +11.0% | +13.3% |
| 1Y | +24.0% | +18.4% | +5.6% | +15.7% |
| 3Y | +96.0% | +271.0% | -174.9% | +27.3% |
| 5Y | +95.2% | +417.9% | -322.7% | +8.0% |
| All | +152.5% | +887.2% | -734.7% | +51.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling