+152.0%
QQQM vs GPN
-49.2%
+201.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.6% | -4.6% | +4.0% | +0.7% |
| 30D | -1.2% | -0.3% | -0.9% | -1.3% |
| 3M | -0.1% | +35.4% | -35.5% | -9.1% |
| 6M | +18.0% | +21.7% | -3.7% | +10.1% |
| YTD | +16.7% | +14.9% | +1.8% | +10.1% |
| 1Y | +23.0% | +3.2% | +19.8% | +19.5% |
| 3Y | +93.3% | -27.1% | +120.5% | +104.3% |
| 5Y | +96.3% | -44.4% | +140.6% | +112.9% |
| All | +152.0% | -49.2% | +201.3% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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