+96.6%
QQQM vs LDOS
+39.7%
+56.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.2% |
| 7D | +1.5% | -7.1% | +8.6% | +2.4% |
| 30D | -0.7% | -6.1% | +5.4% | +0.1% |
| 3M | +0.4% | +5.6% | -5.2% | -0.2% |
| 6M | +20.1% | -26.9% | +47.0% | +26.0% |
| YTD | +17.2% | -27.9% | +45.2% | +22.8% |
| 1Y | +24.7% | -26.8% | +51.5% | +30.1% |
| 3Y | +96.6% | +39.6% | +57.0% | +84.5% |
| All | +96.6% | +39.7% | +56.8% | +84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling