+4.5%
QQQM vs GM
+34.4%
-29.9%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.4% | -3.0% | -5.7% |
| 7D | -9.4% | +4.2% | -13.6% | -10.0% |
| 30D | -14.7% | +8.9% | -23.6% | -16.1% |
| 3M | -9.6% | +0.4% | -10.0% | -9.6% |
| 6M | -4.7% | +17.8% | -22.5% | -8.8% |
| YTD | +5.9% | +10.6% | -4.7% | +1.5% |
| 1Y | +4.5% | +31.0% | -26.5% | -4.3% |
| All | +4.5% | +34.4% | -29.9% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 1y: compounded portfolio wealth divided by compounded GM 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…
1y analysis · Full analysis span regression · 6 months rolling