+152.0%
QQQM vs GIS
-28.3%
+180.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -0.6% | -6.4% | +5.8% | -0.9% |
| 30D | -1.2% | -6.1% | +4.9% | -1.5% |
| 3M | -0.1% | +7.8% | -7.9% | +0.2% |
| 6M | +18.0% | -8.8% | +26.7% | +18.0% |
| YTD | +16.7% | -19.1% | +35.8% | +16.6% |
| 1Y | +23.0% | -24.8% | +47.8% | +22.9% |
| 3Y | +93.3% | -37.6% | +130.9% | +92.6% |
| 5Y | +96.3% | -25.4% | +121.7% | +92.6% |
| All | +152.0% | -28.3% | +180.4% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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