+152.0%
QQQM vs IT
+42.5%
+109.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.4% | -0.3% |
| 7D | -0.6% | -3.7% | +3.1% | +0.2% |
| 30D | -1.2% | +0.1% | -1.3% | -1.5% |
| 3M | -0.1% | +20.7% | -20.8% | -6.3% |
| 6M | +18.0% | +12.0% | +6.0% | +11.8% |
| YTD | +16.7% | -28.8% | +45.5% | +26.3% |
| 1Y | +23.0% | -25.5% | +48.6% | +30.2% |
| 3Y | +93.3% | -48.8% | +142.1% | +128.3% |
| 5Y | +96.3% | -42.7% | +139.0% | +114.7% |
| All | +152.0% | +42.5% | +109.5% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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