+96.4%
QQQM vs GH
+20.8%
+75.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -0.6% | -2.5% | +1.9% | -0.2% |
| 30D | -1.2% | -4.7% | +3.5% | -0.6% |
| 3M | -0.1% | +20.2% | -20.3% | -3.2% |
| 6M | +18.0% | +78.8% | -60.8% | +7.3% |
| YTD | +16.7% | +54.1% | -37.4% | +8.1% |
| 1Y | +23.0% | +177.1% | -154.0% | +3.4% |
| 3Y | +93.3% | +371.6% | -278.3% | +42.3% |
| All | +96.4% | +20.8% | +75.6% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 5y: compounded portfolio wealth divided by compounded GH 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…
5y analysis · Full analysis span regression · 6 months rolling