+152.0%
QQQM vs GEN
+60.5%
+91.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | -0.6% | -1.3% | +0.7% | -0.3% |
| 30D | -1.2% | +6.1% | -7.3% | -2.8% |
| 3M | -0.1% | +27.0% | -27.1% | -6.4% |
| 6M | +18.0% | +43.9% | -25.9% | +6.1% |
| YTD | +16.7% | +13.0% | +3.7% | +11.9% |
| 1Y | +23.0% | +4.0% | +19.0% | +20.6% |
| 3Y | +93.3% | +66.2% | +27.2% | +64.6% |
| 5Y | +96.3% | +23.2% | +73.1% | +75.6% |
| All | +152.0% | +60.5% | +91.5% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling