+152.0%
QQQM vs JCI
+278.2%
-126.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.4% | -0.1% |
| 7D | -0.6% | +0.7% | -1.3% | -0.9% |
| 30D | -1.2% | -4.4% | +3.2% | +0.6% |
| 3M | -0.1% | +1.7% | -1.8% | -1.0% |
| 6M | +18.0% | +8.8% | +9.2% | +13.0% |
| YTD | +16.7% | +22.6% | -6.0% | +5.6% |
| 1Y | +23.0% | +36.2% | -13.2% | +5.9% |
| 3Y | +93.3% | +168.0% | -74.7% | +21.7% |
| 5Y | +96.3% | +113.5% | -17.2% | +27.7% |
| All | +152.0% | +278.2% | -126.2% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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