+153.2%
QQQM vs GEN
+58.1%
+95.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.6% |
| 7D | +1.5% | -0.7% | +2.2% | +1.6% |
| 30D | -0.7% | +2.6% | -3.3% | -1.4% |
| 3M | +0.4% | +15.8% | -15.3% | -3.6% |
| 6M | +20.1% | +33.1% | -13.1% | +10.3% |
| YTD | +17.2% | +11.3% | +5.9% | +12.8% |
| 1Y | +24.7% | +1.7% | +23.1% | +23.0% |
| 3Y | +96.6% | +58.1% | +38.4% | +69.5% |
| 5Y | +95.0% | +20.6% | +74.4% | +75.3% |
| All | +153.2% | +58.1% | +95.1% | +119.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling