+138.2%
QQQM vs LDOS
+65.7%
+72.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -1.5% | +1.9% | -3.4% | -1.8% |
| 30D | -10.2% | +12.8% | -23.0% | -12.0% |
| 3M | -6.3% | -1.0% | -5.3% | -6.3% |
| 6M | -4.9% | +6.2% | -11.1% | -6.2% |
| YTD | +10.3% | -23.2% | +33.5% | +14.9% |
| 1Y | +8.8% | -29.5% | +38.3% | +15.4% |
| 3Y | +81.8% | +37.1% | +44.7% | +64.5% |
| 5Y | +79.1% | +55.6% | +23.5% | +57.4% |
| All | +138.2% | +65.7% | +72.4% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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