+96.4%
QQQM vs INFY
-44.9%
+141.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.5% |
| 7D | -0.6% | -5.4% | +4.8% | +1.0% |
| 30D | -1.2% | -9.9% | +8.6% | +1.7% |
| 3M | -0.1% | -4.6% | +4.5% | +0.1% |
| 6M | +18.0% | -18.5% | +36.4% | +24.2% |
| YTD | +16.7% | -36.5% | +53.2% | +34.2% |
| 1Y | +23.0% | -32.8% | +55.8% | +36.8% |
| 3Y | +93.3% | -32.2% | +125.5% | +108.3% |
| All | +96.4% | -44.9% | +141.3% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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