+152.5%
QQQM vs LDOS
+54.2%
+98.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +1.0% | -4.2% | +5.2% | +1.7% |
| 30D | -0.6% | -7.9% | +7.2% | +0.7% |
| 3M | +1.3% | +4.1% | -2.8% | +0.4% |
| 6M | +18.2% | -28.2% | +46.4% | +25.3% |
| YTD | +16.9% | -28.5% | +45.5% | +23.5% |
| 1Y | +24.0% | -27.7% | +51.7% | +30.5% |
| 3Y | +96.0% | +38.4% | +57.6% | +76.5% |
| 5Y | +95.2% | +38.0% | +57.2% | +74.8% |
| All | +152.5% | +54.2% | +98.3% | +113.4% |
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