+96.4%
QQQM vs GRMN
+81.6%
+14.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.4% | -0.6% |
| 7D | -0.6% | +2.4% | -3.0% | -1.4% |
| 30D | -1.2% | -8.5% | +7.3% | +1.8% |
| 3M | -0.1% | +19.5% | -19.6% | -7.1% |
| 6M | +18.0% | +21.2% | -3.2% | +8.9% |
| YTD | +16.7% | +41.0% | -24.4% | +1.2% |
| 1Y | +23.0% | +19.6% | +3.5% | +13.1% |
| 3Y | +93.3% | +183.8% | -90.5% | +10.9% |
| All | +96.4% | +81.6% | +14.8% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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